About Eleanor

 

Eleanor R. Dean, CFP®

Owner~ Personal Financial Advisor ~ Adventurer


Life is full of many changes, and we all have different goals.  As a Financial Advisor, my greatest satisfaction comes from assisting clients as they reach for their financial dreams.  I enjoy my work and believe in its benefits for my clients.  

I have worked in the Financial Service Industry for more than 35 years, and know that no single approach is right for every individual. It is important for me to get to know you and your individual needs. I would welcome the chance to meet you in person, make a new friend and perhaps learn about your financial goals.

Education:

  • High School – Hinsdale Twp HS Central, Hinsdale, Ill 
  • Bachelors degree – BSBA from Colorado State University, Ft Collins, Colo. Major was accounting.

Certifications & Licenses

  • Certified Financial PlannerTM Practitioner
  • Securities  S1, S24, S63, S7
  • Resident Insurance license—WI

Personal 

I reside in the Sturgeon Bay area with my husband of more than 30 years.  We celebrate life’s most important moments with our two children and grandchildren.   I am an adventurer, and enjoy kayaking, reading, cooking, fitness and travel.


Office: (920) 333-8118

Mobile: (952) 426-5025

edean@rwmwis.com

Contact me Today!