Certified Financial Planner
Anderson, South Carolina
Dean P. Elmer
Certified Financial Planner
March 2015 to Present
Perennial Investment Advisors
Managing Member
June 2007 to March 2015
Citigroup Global Markets
Financial Advisor
January 2012 to June 2014
Greater Atlanta Area
Prudential Financial
Financial Advisor
January 2000 to December 2013
Greater Atlanta Area
University of Southern California
Master’s Degree Accounting
2015 to 2017
University of Phoenix
Bachelor’s Degree Accounting
2002 to 2010
The University of Georgia
Certification in Financial Planning for the CFP Board Education Requirement Financial Planning B
2008 to 2008
Oglethorpe University
Financial Planning and Services
2002 to 2003
Santa Monica College
Business Administration and Management General
1992 to 1994
What company does Dean Elmer work for?
Dean Elmer works for Dean P. Elmer
What is Dean Elmer's role at Dean P. Elmer?
Dean Elmer is Certified Financial Planner
What industry does Dean Elmer work in?
Dean Elmer works in the Financial Services industry.
📖 Summary
As a certified financial planner I am dedicated to ongoing education so I can improve my financial worth to clients. With over 15 years of experience in financial services I feel that I am a significant value to my client base. My goal is to continue to learn and improve on the financial strategies to build and protect wealth and eventually pass this information on to my team and children.Certified Financial Planner @ I am a CFP® and have my office in Anderson SC. From March 2015 to Present (9 months) Managing Member @ I was the Managing Member of a start up Investment Adviser firm that focused on portfolio management in a unique investment strategy utilizing technical analysis. From June 2007 to March 2015 (7 years 10 months) Financial Advisor @ I was a financial advisor for Smith Barney, a subsidiary firm of Citigroup global markets, and helped clients to construct investment plans that would point them in the proper direction towards achieving their most important lifelong goals. From January 2012 to June 2014 (2 years 6 months) Greater Atlanta AreaFinancial Advisor @ After graduating the Financial Advisor training program with honors I built a well established client list and helped to manage my clients risk and financial goals. From January 2000 to December 2013 (14 years) Greater Atlanta AreaMaster’s Degree, Accounting @ University of Southern California From 2015 to 2017 Bachelor’s Degree, Accounting @ University of Phoenix From 2002 to 2010 Certification in Financial Planning for the CFP Board Education Requirement, Financial Planning, B @ The University of Georgia From 2008 to 2008 Financial Planning and Services @ Oglethorpe University From 2002 to 2003 Business Administration and Management, General @ Santa Monica College From 1992 to 1994 Dean Elmer is skilled in: Management, Customer Service, Investments, Finance, Financial Analysis, Risk Management, Microsoft Office, Microsoft Excel, Banking, Strategic Planning
Introversion (I), Intuition (N), Thinking (T), Judging (J)
6 year(s), 3 month(s)
Unlikely
Likely
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