Dean Fox, ChFC®
Dean Fox has committed his career to helping clients plan, invest, and protect the things that matter most to them. One of his greatest strengths is helping clients properly identify and prioritize their financial planning goals. By creating a customized and tailored plan for each of his client’s, he is able to provide a uniquely different approach that separates himself from other industry professionals. He prides himself on creating an educational customer experience, where he can provide coaching while they embark on the financial planning journey as a team.
He currently serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA), an organization where he has previously been President, Membership Chair, and Secretary.
Dean has a Chartered Financial Consultant® (ChFC®) designation. He is an alumni of the American College of Bryn Mawr. He received a Bachelor’s degree in Business and Economics from Ursinus College. Dean is an investment advisor representative and registered representative with Voya Financial Advisors and has his series 7, 65, and 63 securities registrations. He also has his Pennsylvania Life, Accident and Health insurance license which allows him to evaluate and educate clients on life, health, disability, and long-term care insurance policies.
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