Areas of Expertise
- Custom investment case analysis
- Proposal support
- Technical investment support
Dean Mioli serves as the Director of Investment Planning for Independent Advisor Solutions by SEI. In this role, he is responsible for supporting the delivery of advice-driven asset management solutions for our 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 our advisors, relationship directors and managers. Dean is also a regular tax contributor for our Practically Speaking blog.
Prior to joining us, 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, 63, and 65 licenses.
In 2004, 2006, 2009 and 2012, Dean served as an Examination Content Specialist for the Certified Financial Planning Board of Standards. He serves on the Arthur Ashe Youth Tennis Center Annual Gala Committee.
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Recent Articles from Dean Mioli
The Estate Plan Check-Up: No Better Time than the Present Do your clients’ estate plans meet the COVID-19 crisis?
How to Avoid CARES Act Financial Relief Scammers Helpful ideas to protect yourself from getting ripped off
Five Notable Things to Know About the SECURE Act Learn about the new tax law changes
Time to Ramp Up Year-End Tax Planning Strategies Enhance your value by helping to reduce your clients’ tax bill
Take Advantage of the Tax-time Touchpoint Show your clients how you can help them keep more of what they make in 2019.