Dean A. Mioli, CPA/PFS, CFP®, CIMA®, CLU

Dean A. Mioli, CPA/PFS, CFP®, CIMA®, CLU

 1 Freedom Valley Dr.
Oaks, PA 19456
PHONE: (610) 676-3816
FAX: (484) 318-8447
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Investment & Case Analysis Team

Senior Investment Analyst
 

Dean is a Senior Investment Analyst for SEI’s Advisor Network.  Dean is responsible for supporting the delivery of advice-driven asset management solutions for SEI’s advisors and their clients.  This investment support is in the form of custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI’s Advisors and Relationship Managers.

Before joining SEI, Dean was client relationship manager for CMS Companies, Inc., a private equity/private real estate firm located in Philadelphia, Pennsylvania. Dean was previously a personal financial planning technical manager at the AICPA and spent several years in the personal financial planning practice and tax technology group with KPMG.

Dean has presented at several national personal financial planning and investment conferences. Dean has published several articles which appeared in the Tax Adviser & The Philadelphia Estate Planning Journal. He has been interviewed by Accounting Today and MorningstarAdvisor.com™ regarding financial planning issues.

In 2004, 2006 and 2009, he served as an Examination Content Specialist for the Certified Financial Planning Board of Standards.

Dean graduated from Ursinus College with a Bachelor of Arts in Economics & Business Administration while minoring in Accounting. He currently holds the following security licenses NASD Series 7, 63 and 65 licenses.

 

He serves on the Arthur Ashe Youth Tennis Center Annual Gala Committee. Dean is an avid tennis and squash player.