
Area of Focus: Asset Management, Estate, Retirement, and Tax Planning
Designations: Certified Financial Planner, CPA, Enrolled Agent, MBA
Advisor is licensed/registered to do business with U.S. residents in the states of: CA
Tellone Management Group and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Tellone Management Group clients. Actual client results and experiences will vary.
Left to right: Mark Clement, Two-Year Winner Dean Tellone, Steven Wolfe; Seated: Emily Ashcroft

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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