Broker Check

Meet Dean Fox

Dean Fox 

Dean is a financial advisor with Kalejta Financial Management and brings a very unique approach to serving his clients. Dean’s focus is to help clients understand their entire personal balance sheet and address all issues associated with planning for investment needs and risk management.

 Prior to joining Kalejta Financial Management in June of 2017, Dean was the investment professional for a Guardian life insurance agency, where he helped to present financial plans for other representatives within the agency. He was able to effectively manage a team of over 50 individuals and help grow the agency. Prior to this Dean was Vice President of Kaletja Financial Management, a staff accountant and a wealth advisor for Clifton Larson Allen. With his experience in management, tax strategies, financial planning and estate planning, Kalejta Financial Management is happy to have Dean back on our team.

Dean is a former President of NAIFA’s Tri-County association and currently an active board member. Dean is President of the Frank Fox Scholarship Foundation and awards an annual scholarship every year to a qualifying student at Daniel Boone high school, his former Alma Mater. Keep an eye out for the annual 5k that he organizes in memory of his brother Frank who passed away in 2012.

Dean has a Bachelor’s degree in Business and Economics from Ursinus College and is completing his ChFC designation at the American College in Bryn Mawr.

Dean and his wife live in Exeter, Pennsylvania with their 3 children.