Dean Vagnozzi: “Here Are 5 Things To Look For When Hiring a Financial Planner or Financial Adviser”

Tyler Gallagher
Nov 25, 2019 · 9 min read
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Know what kind of financial shape that person is in. I always want my loved ones to deal with someone who’s successful — simply because it takes the pressure off the sale if the financial professional isn’t counting on their money to ensure that their bills are paid.

As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Dean Vagnozzi. Dean is a 50-year-old financial entrepreneur and President of A Better Financial Plan, LLC who believes in making your money work hard for you, now. Unlike typical financial planners, Vagnozzi will suggest you avoid a 401K and IRA and will tell you not to pay off your mortgage ahead of time. If it’s locked up in retirement accounts or paid ahead into your mortgage, it can’t be accessed until much later in life and waiting is simply not Vagnozzi’s style. Upon graduating from Albright College in 1990, Vagnozzi began his career in accounting. Three months later, he knew the repetitive, solitary profession was not for him and found himself in a successful sales career at SAP, Deloitte Consulting and Anderson. The career allowed him to explore creative investment strategies and begin studying wealth management in earnest. After enrolling in seminars, reading literature, researching and successfully testing his unorthodox money management tactics with his own money, Vagnozzi took the leap and formed his own financial planning firm: A Better Financial Plan in 2004. Since then, he has amassed a significant client-base made up of smart investors who, like himself, see a better way to enjoy retirement outside of the typical 401K and IRA plans. A Better Financial Plan highlights his thought process behind his successful, non-traditional strategies. Vagnozzi resides in Collegeville, PA with his wife, Christa. They have four children: two girls and two boys between the ages of 16 and 23. Though four children leave little room for extracurricular activities (he wouldn’t have it any other way), Vagnozzi can be found on the golf course or laying poolside when he does have a few spare moments.

Authority Magazine

Leadership Lessons from Authorities in Business, Film…

Tyler Gallagher

Written by

CEO and Founder of Regal Assets

Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

Tyler Gallagher

Written by

CEO and Founder of Regal Assets

Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

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