Dean Vagnozzi

When you’re looking for a financial advisor who will turn your usual standards on their head, Dean Vagnozzi is the perfect way to fit those needs. He offers a wide range of unique advice to his clients: avoiding the company’s 401k, not rushing to pay off your mortgage, and foregoing an IRA, among the other recommendations he turns upside down. Equally importantly, Dean has a reputation for making his clients wealthier than they ever dreamed possible. Dean Vagnozzi does not believe in locking up your money in retirement accounts or paying ahead on the mortgage. Instead, he advises his clients to take measures that will allow their money to work for them now, accessed in the present, rather than waiting for some far-off day in the future. As a result, he’s been able to help his clients achieve levels of wealth they previously thought unattainable. After graduating from Albright College in 1990 with a degree in accounting, Vagnozzi took only three months that the solitary, number-crunching profession was not his passion. Instead, he embarked on a highly successful sales career at SAP, Deloitte Consulting and Anderson. During this period, he was able to save his own funds and try out some creative investment strategies that paid off more than he expected. In fact, he quickly found that his unique investment strategies were paying off every bit as much as his work in corporate America—and that he was both willing and able to go the extra mile for others as well as in his own financial life. Thanks to that experience, Vagnozzi began studying wealth management in earnest, both for his own benefit and for the future benefit of others. From seminars to books, he did the research necessary to discover unique ways to invest and manage wealth. At the same time, he discovered a passion and excitement in these methods that his previous career simply couldn’t match. In 2004, he left corporate America behind and opened a financial planning firm. The rest is history. It didn’t take long for Vagnozzi to start amassing a wide client base who, like him, wanted to take a unique approach to wealth management and enjoy their available funds now, rather than waiting for retirement. While he offers a wide range of advice to interested parties in A Better Financial Plan, which outlines some of his strategies, Vagnozzi saves his most innovative ideas for his clients, aiding them in increasing their overall wealth and improving their financial status. Vagnozzi and his wife, Christa, live in Collegeville, PA with their four boys, who are all between the ages of 11 and 18. In his free time, he enjoys playing a few rounds of golf or relaxing by the pool.