Bringing his clients a wealth of experience, Dean Teofilo, CFP® has been an independent investment adviser since 1989, and worked in the banking and finance industry for four years prior to becoming an advisor.
His areas of expertise include family and individual financial planning, education planning and pre- and post-retirement planning, and retirement plans for small to medium sized businesses,.
Dean is an independent Investment Advisor and Registered Representative with First Allied Securities. Inc. He holds Series 7, 63 and 24 securities registrations.
In 2011, he earned his Certified Financial Planner™ designation after passing the CFP® Board of Standards’ examination. He is a member of the Financial Services Institute.
In 2017, Teofilo & Company was awarded the Small Business Community Award by the Wauwatosa Chamber of Commerce.
Dean graduated from University of Wisconsin–Madison with a Bachelor of Science Degree in Economics. He has continued to stay involved with the University in his role as board member and past President of the UW - Madison Alumni Band Association. His local community work includes positions on boards for the Wauwatosa Chamber of Commerce and Lowell Damon Woods Neighborhood Association, and as a past board member of the Education Foundation of Wauwatosa and past President of the UW – Madison Alumni Club of Milwaukee. He enjoys playing and performing trombone with his 18 piece band, the Jackson Park Jazz Orchestra. He lives in Wauwatosa, WI with his wife, Michele, and has three adult children.