Dean Herndon

Background

About Dean Herndon

I'm currently a Financial Professional in Atlanta, Ga at 49 Financial. Under 49 Financial, I have been able to work with clients to create holistic financial plans based on their individual needs and goals. I decided to become a financial professional because it has given me to unique opportunity to make a lasting impact in the lives of the clients I serve. This industry has been primarily led by financial advisors who manage a portfolio for their clients and believe that getting a high return year over year is all that matters. While I have seen that earning good returns are important, having a holistic plan that accounts for the down years in the markets, changes in tax laws, how a legacy is left behind, how money is given charitably, and even how business assets are structured provides a much more impactful and effective way to provide value for the clients I have worked with.In my role here at 49, I have been able to create holistic plans for clients that address almost every aspect of their financial picture, allowing me to have a greater impact on the people I have been able to serve. If you would like to learn more about our process or are interested in applying for a job with 49 Financial, connect with me today or send me a message.