Dean DiGregorio

 

Dean DiGregorio, AIF® is dedicated to helping small business owners and plan sponsors in New England run their company sponsored retirement plan.

Unlike other firms that focus on wealth management, Dean is solely focused on the employer sponsored retirement plan. His      3-Core Service Model of plan design consulting, fiduciary analysis / investment due diligence and employee education all coming from one source is what differentiates himself from his competitors, thus the name, One Retirement Source.

Retirement plan knowledge and great communication skills are just some of the attributes that have been commended by his clients over the past 14 years. Dean began his career as a financial advisor for KC Capital Management assisting small business owners and plan sponsors with their company retirement plan. Recently he worked at the Principal Financial Group educating individual plan participants on the benefits of their retirement plan. Having worked on both the financial advisor side and plan provider side is how he accumulated his vast knowledge of the retirement plan industry.

Dean is a Westfield State University graduate and recently achieved the Fi360® Accredited Investment Fiduciary (AIF®) designation, which certifies a designee's specialized knowledge of fiduciary standards of care and their application to the investment management process.

Dean resides in the Merrimack Valley area with his amazing wife Tonya and their two kids, Brock & Gia. Away from the office Dean loves coaching youth sports, golfing and spending time with his family.