Dean M. Aita,  CFP<sup>&reg;</sup> - Financial Advisor

Dean M. Aita, CFP®

Financial Consultant 579.9 Miles

CCR Wealth Management, LLC

PO Box 180, 9 Bryan Hall Plaza
Washington Depot, CT 06794-0180
FINANCIAL ADVISOR'S WEBSITE
(203) 405-2642

General

Dean Aita is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at CCR Wealth Management, LLC in Washington Depot, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: CT,MA,NJ,NY,PA
  • Health/disability insurance: same
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Special Needs, Women's Finances

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