R. Dean Piccirillo, CFP®, CRPS®, AIFA®
Principal/Senior Financial Advisor at HBK Sorce Financial LLC
- Location
- Fort Myers, Florida Area
- Industry
- Financial Services
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R. Dean Piccirillo, CFP®, CRPS®, AIFA®'s Overview
- Current
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- Principal/Senior Financial Advisor at HBK Sorce Financial LLC
- Education
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- Slippery Rock University of Pennsylvania
- Connections
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500+ connections
- Websites
R. Dean Piccirillo, CFP®, CRPS®, AIFA®'s Summary
Dean is a Principal of HBK Sorce Financial LLC and a Senior Financial Advisor. He works closely with families helping them plan for their long-term financial objectives, manage their financial assets effectively and preserve their wealth for future generations.
Dean also leads the firm’s Retirement Plan Unit working with most of HBK Sorce’s corporate and institutional clients sponsoring qualified retirement plans. During his tenure at HBK Sorce, Dean has served as the firm’s Chief Operating Officer as well as HBK Sorce’s Chief Compliance Officer.
He is currently a member of HBK Sorce Financial LLC’s Operating and Investment Policy committees.
Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC, investment advisory services are offered through HBK Sorce Advisory LLC.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Specialties
Personal Financial Planning
Retirement Planning
Estate Planning
Qualified Retirement Plans
R. Dean Piccirillo, CFP®, CRPS®, AIFA®'s Experience
Principal/Senior Financial Advisor
HBK Sorce Financial LLC
Privately Held; 11-50 employees; Financial Services industry
1995 – Present (17 years)
R. Dean Piccirillo, CFP®, CRPS®, AIFA®'s Education
Slippery Rock University of Pennsylvania
BS, Business Administration, Emphasis Finance and Economics
1985 – 1989
Activities and Societies: US Army ROTC, Commissioned in 1987 Slippery Rock University Student Government Association, Student Body President Sigma Pi Fraternity, Gamma Delta Chapter, Chapter President
R. Dean Piccirillo, CFP®, CRPS®, AIFA®'s Additional Information
- Websites:
- Interests:
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Reading, spending time with family, social media, social networking, fishing, volunteering, biking
- Groups and Associations:
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Volunteer, March of Dimes, Florida Chapter Member, Fort Myers Development Council, Lee Memorial Health System Foundation Member, Erie Playhouse Advisory Committee
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- Honors and Awards:
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CERTIFIED FINANCIAL PLANNER™ Certification
CHARTERED RETIREMENT PLANS SPECIALIST Certification
Accredited Investment Fiduciary Analyst™ Certification
NASD Series 6, 7, 24, 28 and 63 Licenses
Life and Health Insurance Licenses
Contact R. Dean for:
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
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