WEALTH MANAGEMENT
Dean McCormick joins the firm as Managing Director, Wealth Management, and has more than 40 years of financial and accounting experience. He advises successful entrepreneurs and multigenerational families on complex financial decisions, including business growth, liquidity events, tax planning, and long-term wealth preservation. Prior to the acquisition, McCormick served as Managing Partner of Insight Wealth Strategies.
Tony Luppi joins Choreo as Senior Director, Wealth Management, advising successful entrepreneurs and high-net-worth families on complex financial planning and multigenerational wealth strategies. He has 15 years of experience supporting sophisticated client needs.
Both McCormick and Luppi work out of Choreo’s Irvine office at 100 Pacifica, Suite 360, Irvine, CA 92618.
Contact Us:
| Dean.McCormick@choreoadvisors.com | Tony.Luppi@choreoadvisors.com |
| 619-625-6821 | 949-464-4692 |
