Broker Check
Dean Elliott, CPFA

Dean Elliott, CPFA

President/CEO

(979) 849-4700

(979) 316-4818

dean@pentanglewealth.com

Dean Elliott is the founder, President, and CEO of Pentangle Wealth, bringing over three decades of experience to the families and individuals he serves. Guided by a steadfast commitment to integrity, dependability, and disciplined execution, Dean specializes in helping successful entrepreneurs, executives, and retirees across the country build comprehensive, forward-looking financial plans.

Dean's approach is defined by clarity and confidence. He believes every client deserves a plan built around their specific goals, not a one-size-fits-all solution, and he brings the same discipline to his practice that he developed as a Marine Corps veteran and Eagle Scout: a strong work ethic, an unwavering sense of duty, and a "no one left behind" commitment to the people he serves.

After receiving an honorable discharge from the United States Marine Corps, Dean earned a Bachelor of Science in Finance from the University of Houston. He is a Certified Plan Fiduciary Advisor, holds a Series 7 securities license through LPL Financial.

Beyond his professional credentials, Dean is passionate about financial education, regularly leading planning and investment seminars for individuals, families, and corporations. His competitive drive extends beyond the office; he has taken on endurance challenges including GoRuck events, Half Marathons, and the World's Toughest Mudder, bringing that same relentless energy to the work he does for his clients every day.

Dean and his wife live in Katy, Texas, and have five children. You can reach Dean Elliott in the Lake Jackson office Monday through Thursday, 9:00 AM to 5:00 PM, and Friday by appointment.