Wealth Management Topics for the YPOer Today
Wealth Management Topics for the YPOer Today, Arlington Club l 811 SW Salmon St, Portland, OR
Dean Deutz, CFP®
Vice President - Private Wealth Consultant
As a CERTIFIED FINANCIAL PLANNER professional and non-practicing Certified Public Accountant, Dean provides individuals, families, business owners and executives with comprehensive wealth management planning services to address the issues most common to high-net-worth families.
Dean has extenstive expertise developing strategies and implementing solutions in the following areas: retirement, investments, insurance, lending, trust, estate, and stock options.
Dean has been serving the needs of high net worth clients since 1989. Dean is personally responsible for developing some of RBC’s proprietary analysis tools, such as RBC Retirement Funding Sensitivity and RBC Retirement Income Illustration. Dean graduated from Minnesota State University in Mankato, Minnesota in 1981 with Bachelor of Science degrees in accounting and finance. In addition to his CERTIFIED FINANCIAL PLANNER and Certified Public Accountant designations, he maintains Series 7 and 66 licenses.
Who: This event is for both Members and Spouse/Partners
Where: Parkside Room at The Arlington with appetizers served and full bar.
Dress: Business Casual
Day Chair: Dennis Murphy