Philadelphia Estate Planning Council

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Dean Mioli

SEI Investments

 

Member profile details

First name
Dean
Middle Initial
A
Last name
Mioli
Suffix/Designations
CPA, PFS, CFP, CIMA, CLU, AEP
Organization
SEI Investments
Title
Director of Investment Planning
Phone
6106763816
 

Continuing Education Credentials - Ensure you fill in when registering for events with CE credits

Last Four Digits of SSN (for CFP Only)
1392
 

Additional Membership Information

Headshot
Mobile
2158809288
Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Charitable Planned Giving
  • Investments
Professional Bio
Dean A. Mioli, CPA/PFS, CFP®, CIMA®, CLU
Director of Investment Planning,
Investment Services Team
Independent Advisor Solutions by SEI

Dean serves as the Director of Investment Planning for the SEI Advisor Network. In this role, he is responsible for supporting the delivery of advice-driven asset management solutions for SEI’s advisors and their clients. His team provides income tax minimization strategies as well as advanced financial planning support to advisors.

Dean has been quoted in publications such as Barron’s and FA Magazine and has published articles, including the Philadelphia Estate Planning Council Newsletter.

Prior to joining SEI, Dean was Client Relationship Manager for CMS Companies, Inc., a private equity/private real estate firm located in Philadelphia. Dean was previously a personal Financial Planning Technical Manager at the American Institute of CPAs and spent several years in the personal financial planning practice and tax technology group with KPMG.

Dean graduated from Ursinus College with a Bachelor of Arts in economics and business administration, with a minor in accounting. He currently holds the FINRA Series 7 and 63 licenses.

In 2004, 2006, 2009, and 2012, Dean served as an Examination Content Specialist for the Certified Financial Planning Board of Standards.
Please include me in the public member directory
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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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