Broker Check
Dean Caserio*

Dean Caserio*

Financial Professional

Dean earned his Bachelor of Science in Accounting from Cleveland State University in December 1991. He joined Capital Planners, Inc. in the Spring of 1992 where he worked for more than 17yrs. He continued his career in the financial services industry partnering with 21st Century financial where he still works today.

Dean believes that his clients financial plans must eliminate any areas of exposure. Through the financial process and strategies that he develops, Dean believes he can make a positive difference in the lives of the people he works with.

Dean believes the foundation of any financial strategy is having the confidence that your plan was designed with a goal to weather all market conditions. He applies these strategies with business owners, upper-level executives, and successful individuals.

Dean has completed courses in Estate Planning, Business Planning, and Pension Planning. In addition to membership in NALU (National Association of Insurance and Financial Advisors), he is a Financial Services Certified Professional (FSCP). He is a Registered Representative of Hornor, Townsend, & Kent and holds a Series 6 license with the Financial Industry Regulatory Authority (FINRA). He is also a LEAP licensee with LEAP Systems, Inc. in Florida and Ohio.

Dean is licensed to sell mutual funds, various annuities, life, disability, and long-term care insurance in Ohio and Florida.

Dean resides on the east side of Cleveland with his lovely wife Jennifer and 3 sons. One of which is currently serving in the United States Air Force.