Jesse J. Dean, MSFS, CLU, ChFC is the founder and principal of Vantage Point Wealth Management, LLC.  I am pleased to bring a wealth of experience to our clients. With a strong background in Personal Financial Management and professional designations such as the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), I possess the knowledge and expertise to provide objective analysis and counsel to our clients. I expanded my education by earning a Master of Science in Financial Services (MSFS) degree, focusing on Investment Management and Estate Planning.  I volunteered for 4-years with the Vermont Chapter of the American Society of Financial Service Professionals, completing my service in the Vermont Chapter by serving a year as the president of the chapter.

Serving as a fiduciary, I am dedicated to meeting the needs of my clients. I spent the early years (1982 – 1986) of my career building a successful financial planning practice in Rochester, MN. In 1986 I joined the National Life Group in Montpelier, VT where I worked as a Senior Consultant in their Financial Planning Department and ultimately, Manager of Industry Analysis.  In 1990 I joined National Life’s Albany, NY Agency as Vice-President of Financial Planning & Marketing Support.  In 1992, I returned to private practice while continuing to consult for advisors (designing plans and developing presentations) from a wide variety of firms across the country.

To address family needs, we moved to Utah in 2003. I am thrilled to contribute my extensive knowledge and experience to this vibrant community. For a comprehensive disclosure of my work history, education, and other critical information, we invite you to refer to our Brochure Supplement. Join us at Vantage Point Wealth Management, LLC for objective analysis and counsel that you can trust.