Dean P. Weseli,  CFP<sup>&reg;</sup> - Financial Advisor

Dean P. Weseli, CFP®

MBA

Investment Advisor

Charles Schwab Advisor Services

111 Monument Circle, Ste 500
Indianapolis, IN 46204
FINANCIAL ADVISOR'S WEBSITE
(317) 264-2688

General

Dean Weseli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charles Schwab Advisor Services in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds, Succession Planning

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Helpful Financial Planning Resources