Dean Schuler, CFP<sup>&reg;</sup> - Financial Advisor

Dean Schuler, CFP®

Schuler Wealth Planning

8333 Green Meadows Dr N, Ste B
Lewis Center, OH 43035-8497
(614) 454-1768

General

Dean Schuler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Schuler Wealth Planning in Lewis Center, OH and the surrounding communities.

Financial Advisor Overview

Solo owner of a fee-only RIA. Small firm setting that only takes on new clients when capacity allows. I work with clients on a flat-fixed fee basis for traditional financial planning and investment management. Also offer hourly or project engagements.

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Financial Advisor Experience

Industry experience since 2008. Worked in the insurance industry for 7 years before moving to fee-only in 2015. Was a lead advisor for a larger firm for 7 years before starting my own RIA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes

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