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Dean Weseli, CFP®, CDFA®

Dean weseli, cfp®, cdfa®

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location of Dean Weseli, CFP®, CDFA®Indianapolis, Indiana, United States
Phone number of Dean Weseli, CFP®, CDFA®+91 xxxx xxxxx
Followers of Dean Weseli, CFP®, CDFA®1000 followers

  • Timeline

    Mar 2004 - Jan 2009

    Investment Representative

    Fidelity Investments
    Jan 2009 - Sept 2012

    Financial Consultant

    Charles Schwab
    Sept 2012 - Mar 2014

    Senior Wealth Advisor

    Hufford Advisors, LLC
    Mar 2014 - May 2019

    Managing Principal

    Windsor Wealth Management
    Indianapolis
    Current Company
    Jun 2019 - now

    Senior Wealth Advisor and Director of G·PRO Sports

    Goelzer Investment Management

  • About me

    Senior Wealth Advisor and Director of G·Pro Sports at Goelzer Investment Management

  • Education

    • University of cincinnati carl h. lindner college of business

      2005 - 2007
      Master of business administration finance

    • University of dayton

      1999 - 2003
      Bachelor of science finance

      Activities and Societies: Christmas on Campus Co-Chair,Men's Rugby Captain

  • Experience

    • Fidelity investments

      Mar 2004 - Jan 2009
      Investment representative

    • Charles schwab

      Jan 2009 - Sept 2012
      Financial consultant

    • Hufford advisors, llc

      Sept 2012 - Mar 2014
      Senior wealth advisor

    • Windsor wealth management

      Mar 2014 - May 2019

      • Managing Principal

        Dec 2018 - May 2019

      • Director of Wealth Management

        Mar 2014 - Dec 2018

    • Goelzer investment management

      Jun 2019 - now
      Senior wealth advisor and director of g·pro sports

  • Licenses & Certifications

    • Nflpa financial advisor

      National football league player association

    • Certified divorce financial analyst (cdfa)

      Institute for divorce financial analysts™

    • Certified financial planner™

      Cfp board

  • Honors & Awards

    • Awarded to Dean Weseli, CFP®, CDFA®
      2017 Forty Under 40 Award Indianapolis Business Journal Feb 2017
    • Awarded to Dean Weseli, CFP®, CDFA®
      2015 Nominee for the Live United Service Award United Way of Central Indiana Mar 2015

  • Volunteer Experience

    • Finance Council

      Issued by Saint Luke Catholic Church on Aug 2015
      Saint Luke Catholic ChurchAssociated with Dean Weseli, CFP®, CDFA®

    • Board Member

      Issued by RILEY CHEER GUILD INC on Jun 2019
      RILEY CHEER GUILD INCAssociated with Dean Weseli, CFP®, CDFA®

    • President

      Issued by Riley Cheer Guild on Jul 2016
      Riley Cheer GuildAssociated with Dean Weseli, CFP®, CDFA®

    • Member Board Of Directors

      Issued by Nora Alliance on Oct 2016
      Nora AllianceAssociated with Dean Weseli, CFP®, CDFA®

    • Board of Directors-Chair of Development Committee

      Issued by Easterseals Crossroads on Oct 2015
      Easterseals CrossroadsAssociated with Dean Weseli, CFP®, CDFA®