One Retirement Source

CONNECT

Address:

291 Main St.
Suite 103
West Newbury, MA 01985

Phone:

978-363-1677

Our Qualifications

 

After 14 years of working in the qualified retirement plan industry with small business owners, plan sponsors, plan participants and individual investors, Dean DiGregorio founded One Retirement Source in August 2017.

As the manager of the Retire Secure program in New England for Principal Financial Group from April 2008 - July 2017 it was Dean's responsibility to educate employees on the benefits that their company provided, from the company sponsored retirement plan to the company sponsored group life & disability insurance programs. He also guided plan sponsors on the best methods to help educate their employees thru marketing, technology and customized Education Plans.

Dean has worked with employers in various industries such as manufacturing, healthcare, technology and non-profits just to name a few. Dean is a well-known and respected speaker having conducted hundreds of group education meetings to audiences ranging from a handful of people in small conference rooms to hundreds of people in auditoriums.

He has educated well over 10,000 plan participants in 1-on-1 meetings with people from all walks of life, from factory workers to desk employees. He has even conducted 1-on-1 retirement planning meetings with many CEO's.

Dean has helped hundreds of individual investors review their retirement planning picture, consolidate their retirement accounts, establish IRA and Roth IRA's, purchase life insurance and review their investment strategies.

Prior to working at Principal Financial Group, Dean started his career as a Registered Representative with KC Cpaital Management, a small boutique firm assisting in plan sponsor services from Request For Proposal due diligence, creating model portfolios, conducting plan reviews and providing employee education.

Dean has active FINRA Series 7 and Series 66 registrations along with a Massachusetts Insurance license (MA License #1788204). He also holds the Fi360® Accredited Investment Fiduciary (AIF®) and the Institute of Business & Finance Certified Fund Specialist (CFS) designations. 

Dean is a Westfield State University graduate and was the Westfield State Fighting Owls starting varsity quaterback from 1997-1999.