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Dean Elmer

Certified Financial Planner @ Dean P. Elmer

Certified Financial Planner

Anderson, South Carolina

Ranked #100 out of 2,002 for Certified Financial Planner in South Carolina

Section title

Dean Elmer's Email Addresses & Phone Numbers

Dean Elmer's Work Experience

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

Dean Elmer's Education

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

Dean Elmer's Professional Skills Radar Chart

Based on our findings, Dean Elmer is ...

Purposeful
Structured
Reserved

What's on Dean Elmer's mind?

Based on our findings, Dean Elmer is ...

56% Left Brained
44% Right Brained

Dean Elmer's Estimated Salary Range

About Dean Elmer's Current Company

Dean P. Elmer

I am a CFP® and have my office in Anderson SC.

Frequently Asked Questions about Dean Elmer

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 is Dean Elmer's personal email address?

Dean Elmer's personal email address is d****[email protected]


What is Dean Elmer's business email address?

Dean Elmer's business email addresses are not available


What is Dean Elmer's Phone Number?

Dean Elmer's phone (839) ***-*290


What industry does Dean Elmer work in?

Dean Elmer works in the Financial Services industry.


About Dean Elmer

📖 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


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In a nutshell

Dean Elmer's Personality Type

Introversion (I), Intuition (N), Thinking (T), Judging (J)

Average Tenure

6 year(s), 3 month(s)

Dean Elmer's Willingness to Change Jobs

Unlikely

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