Dean Mioli, CPA, CFP®, CIMA®, CLU®
Director of Investment Planning / Investment Professional
Dean assists Citadel advisers and members with a variety of tax and investment needs including income tax planning, retirement planning, estate planning, and charitable giving.
Helping Achieve Your Financial Goals
I have spent over 25 years in the financial industry. I enjoy working with members on a wide array of planning needs, ranging from tax-managed investments to retirement distribution plans that are sustainable and tax-efficient. Whatever my client’s challenge, I look forward to helping them achieve their goal.”
About Dean
Dean has authored articles for the Tax Advisor and the Philadelphia Estate Planning Journal. Dean has spoken at national conferences on topics such as Income Tax Planning for the Surviving Spouse.
Dean is a graduate of Ursinus College where he earned a bachelor’s degree in economics and business administration.
Email: DeanMioli@CitadelBanking.com
Phone: 484-713-3794