Anthony “Dean” Ossola, Managing Director and owner of Ossola Wealth Management, is committed to the success of his clients and his community. An Orange County native, Dean and his wife Amy live in Aliso Viejo with their four sons. Dean is active in church, youth sports, and other community activities. Dean has a Bachelor’s degree in Business Management from Brigham Young University, and a Masters of Business Administration (MBA) from the University of California, Irvine (Merage School of Business). He has an advanced certification as both Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) from the Investments & Wealth Institute (IWI®) via UC Berkeley Haas School of Business and Yale University respectively, and has extensive personal and direct experience with all aspects of wealth management design, implementation, and maintenance for many types of clients.
After a successful career at Microsoft Corporation through the 1990’s, Dean joined Carma Royce at UBS Financial Services Inc. (formerly PaineWebber Inc.) in 2000, and developed the wealth planning, managed accounts consulting, and alternative investment practices for the former Royce Management Group. In 2005, Dean completed the family transition and Ossola Wealth Management Group was created at UBS Financial Services Inc. At UBS, Dean developed the practice to over $100 million in assets under management.
[Anthony Ossola - CA Insurance License Number: 0D22711. Resident State: CA]