Dean Roland Russell LLC, Family Wealth Management 16880 West Bernardo Drive, San Diego, CA 92127

Dean Roland Russell LLC, Family Wealth Management is a finance institution located at 16880 West Bernardo Drive in San Diego, California, United States. The institution is led by a team of experienced professionals including Portfolio Manager and Founder, Dean Russell, Managing Partner and Portfolio Manager Marc Roland, and team members Jane Ingalsbe and Elizabeth Dyson.

Dean Russell founded the institution with a goal of providing ethical and practical financial planning services to clients. As a fee-only financial planner, Dean focuses on developing close professional relationships with clients to understand and meet their needs. Marc Roland, with an MBA in Finance and Tax Planning, uses his analytical and personal skills to simplify the complex financial world for clients. Jane Ingalsbe and Elizabeth Dyson also play key roles in providing accurate and accessible portfolio information to clients.

Outside of work, the team members enjoy spending time with their families and engaging in various outdoor activities. Dean and Marc have a passion for coaching youth sports teams in their community, while Jane, Elizabeth, and Marc also find fulfillment in volunteering for local nonprofits.

Dean Roland Russell LLC, Family Wealth Management operates with a fiduciary standard, putting clients' interests first. The team is dedicated to helping clients achieve their financial goals and providing personalized services to meet their needs.