Dean Jackson
Principal
Dean joins Constellation Wealth Advisors LLC as a Principal with over 16 years of wealth management experience. He specializes in comprehensive financial planning, asset management, and wealth preservation for families and charitable foundations.
Prior to Constellation, Dean co-founded Exos Partners, a Registered Investment Adviser based in San Francisco, where he served as a Principal and Senior Financial Advisor to the firm's high net worth clientele. Dean started his career as Financial Advisor for Merrill Lynch in 1996.
Dean has been made guest appearances on KRON 4 Money Talk and KPIX Morning News. He has held a Certified Financial Planner™ (CFP) designation since 2001.
Dean earned a Bachelor of Arts degree with honors in Economics from the University of California at Irvine. He currently resides in San Francisco.