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Dean Gaugler

Wealth Advisor, Flagship Financial Partners at UBS Financial Services

Professional Background

Dean Gaugler is a distinguished financial advisor with over 27 years of extensive experience in the financial services industry. Combining his passion for helping people with exceptional analytical skills, Dean offers a wealth of knowledge to his clients, focusing primarily on private clients, divorced individuals, and special needs families. His significant expertise is supported by professional certifications that include Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®), Portfolio Manager, and Senior Retirement Plan Consultant. Dean's commitment to providing tailored investment solutions is evident through his leadership of a highly skilled and dedicated team at UBS.

Prior to entering the financial services sector, Dean served as the Director of Finance for the Consumer Products Group at Olin Corporation, where he honed his financial acumen and strategic insights. His journey into financial advising is marked by a dedication to making a meaningful impact on the lives of his clients through effective financial planning, portfolio management, and investment strategies.

Education and Achievements

Dean's educational background lays a solid foundation for his career in finance. He earned a Bachelor of Science degree in Engineering from the University of Maryland, which equipped him with critical analytical and problem-solving skills essential for financial planning. Following this, Dean pursued an MBA in Finance at the University of Connecticut School of Business, further deepening his understanding of financial management, investment analysis, and strategic financial decision-making.

His professional achievements have garnered industry recognition, showcasing Dean's expertise and commitment to excellence. Notably, he was honored as one of the Financial Times' Top 400 US Advisors in 2014, a testament to his dedication and skill in the financial advisory field. Additionally, Dean's leadership at UBS has seen his team recognized multiple times as one of Barron's Top 30 Institutional Consulting teams in 2015, 2016, and 2017, emphasizing their collective capabilities in addressing complex financial needs for their clients.

Achievements

Throughout his illustrious career, Dean Gaugler has cultivated a reputation for excellence and integrity in financial advising. His ability to build lasting relationships with clients is a cornerstone of his practice, allowing him to understand their unique financial situations and devise personalized strategies that align with their goals. Dean's expertise as a Certified Divorce Financial Analyst (CDFA®) uniquely positions him to assist clients navigating the financial complexities of divorce, ensuring they are informed and supported during challenging transitions. For families with special needs, Dean's focus on providing inclusive financial solutions is instrumental in securing their loved ones' future.

Dean's team at Flagship Financial Partners consists of four Certified Financial Planners™ (CFP®), one Chartered Financial Analyst (CFA®), and four Senior Retirement Plan Consultants, all dedicated to partnering with clients in achieving their financial aspirations. This diverse expertise within the team enhances the breadth and depth of financial knowledge available, ensuring clients receive comprehensive financial well-being support.

In summary, Dean Gaugler stands out as a dedicated and knowledgeable financial advisor with a rich educational background and a proven track record of success. His commitment to making a significant difference in the lives of clients through customized financial planning and investment strategies is truly commendable. Dean's career serves as a remarkable example of how expertise in finance, combined with a genuine passion for helping others, can lead to impactful and transformative financial outcomes for individuals and families alike.

Highlights

Apr 4 · Forbes
Best-In-State Wealth Advisors 2023 - Forbes
Best-In-State Wealth Advisors 2023 - Forbes
Jun 19 · AdvisorHub
UBS Ruins Coming-Out Party for Fired Broker's New RIA Firm - AdvisorHub

Related Questions

How did Dean Gaugler develop his extensive expertise in financial planning and wealth management?
What inspired Dean Gaugler to focus his financial advisory services on divorced clients and special needs families?
How has Dean Gaugler leveraged his engineering background in his financial services career?
What role do Dean Gaugler's professional certifications play in his approach to financial advising?
In what ways has Dean Gaugler's team at UBS contributed to his success as a financial advisor?
Dean Gaugler
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Location

Stamford, Connecticut, United States