Broker Check

Dean Walsh

Dean Walsh

Financial Representative

[email protected]

Office: (949) 486-8307
Cell: (949) 375-3432

Did you know that 58% of Americans have NOT calculated their retirement needs?

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Dean's clients recognize his ability to help them envision a superior financial future, then help them, step by step, build towards that future. He does this by showing them a clear picture of where they are today, and listening to their concerns for the tomorrow. By recognizing their desires and spotting the things that must change, he can help them build financial wealth as they create richer lives for themselves and their families.


Dean focuses his practice toward helping families and business owners establish a Path of Confidence; a plan of action for financially producing and supporting a good life for the rest of their lives.

Earned Success:

Dean’s financial services career began while he was attending college in 1993. At his last company, he rose through the ranks as an Associate to his eventual position as Director. Similarly, over three years he has fast-tracked through the chairs of the National Association of Insurance and Financial Advisors - Orange County chapter Board of Trustees to his eventual role as President.


An Orange County native, Dean has spent most of his career in the financial services industry. He holds a Bachelor's Degree from the California State University at Fullerton Mihaylo School of Business. He is an active member of the Costa Mesa community where he lives with his wife Trish, an Elementary School Principal. 

Commitment to Education:

Dean invests first in himself in order to serve others. This is most evident in his commitment to ongoing education. In June of 2013, he completed the Leadership in Life Institute (LILI) six month course through NAIFA - California. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients.

Our Strategic Approach:

As your financial professionals, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision.

We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.

Our Financial Services:

Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.

Our Business Services:

Employee Benefits, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning

Our Insurance Services:

Life Insurance, Disability Insurance & Group Health Insurance*

CA Insurance License #0E42499 , Registered Representative of Park Avenue Securities, Financial Representative of Guardian.