Dean Wolpert

Dean Wolpert

Wealth Advisor

Dean began his financial services career in 1983 with Moses Resource Group offering what was then a new product—401(k) retirement plans. In 1985, he transitioned to become an investment advisor with Rotan Mosle. His specialties include municipal bonds, mutual funds, insurance, annuities, and 401(k) plans. His focus is on identifying the leading portfolio managers and lowest fees to help meet his clients’ goals.

A proud graduate of Texas A&M University, Dean received a BBA in Marketing. He is Group 1 Life Insurance licensed, and holds his Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and 24 (General Securities Principal) registrations through LPL Financial and the Series 65 (Uniform Investment Adviser Law Exam) held through Intrua Financial.

Dean and his wife, Ellen, have three daughters and live in West University Place, Texas. In his free time, Dean enjoys mountain biking, swimming, photography, travel, hiking, trail running, writing, and just about anything associated with the great outdoors. Several of Dean’s favorite sayings are, “Uberrima fides,” which translates to “utmost good faith,” and “There are no rules around here—we are trying to accomplish something.”