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Dean Kaplanidis

Bio
Dean Kaplanidis, President & CEO brings his many years as a top financial advisor at firms like Morgan Stanley and JPMorgan Chase to his firm, DK FINANCIAL. Dean is so integral to the daily fabric of his clients' lives that he has attended their weddings and been summoned to their deathbeds. Another client has stipulated in his will that his kids are not to leave Dean's practice. And then there is the son of a client who confided in Dean about his plans to get engaged-a year before he told the rest of his family. While many clients have million dollar plus accounts, DK FINANCIAL will never turn anyone away because of account size. It is our goal to help grow and protect these and all accounts and help our clients reach their financial goals and dreams.

Profile Summary:
PRESIDENT/ FINANCIAL ADVISOR Pearl River, NY
My Skills

PRESIDENT/ FINANCIAL ADVISOR

Category: Finance / Money
Description
Dean Kaplanidis, President & CEO brings his many years as a top financial advisor at firms like Morgan Stanley and JPMorgan Chase to his firm, DK FINANCIAL. Dean is so integral to the daily fabric of his clients' lives that he has attended their weddings and been summoned to their deathbeds. Another client has stipulated in his will that his kids are not to leave Dean's practice. And then there is the son of a client who confided in Dean about his plans to get engaged-a year before he told the rest of his family. While many clients have million dollar plus accounts, DK FINANCIAL will never turn anyone away because of account size. It is our goal to help grow and protect these and all accounts and help our clients reach their financial goals and dreams.
Relevant Education / Credentials
NEW YOUK UNIVERSITY-Certificate in Financial Planning
Years Experience: 20