Dean Cherpitel

CLU®, ChFC®

Legacy Wealth Planning, LLC

Financial Advisor

Dean Cherpitel

CLU®, ChFC®

Legacy Wealth Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dean Cherpitel, CLU®, ChFC®

913-648-4657

Fee-Only financial planner located in Overland Park, KS, serving clients locally and across the country

Meet Dean Cherpitel

I am the Managing Partner and co-founder of Legacy Wealth Planning, L.L.C. I have spent 35 years in the financial services industry. My work experience involves 22 years as a licensed securities registered representative and licensed insurance representative, and 13 years as a Fee-Only advisor. During 5 of those 13 years, I also served as a trust officer and have done income tax preparation for 10 years.

My passion is helping people. I feel very fortunate to be able to combine all of my experience into one discipline that was not a widely recognized occupation when I started. In retrospect, I was able to follow a blueprint very similar to one you would pursue if you came out of college today with the goal of being a financial planner. The most difficult part of the plan was to convert to a Fee-Only advisor relationship. However, it has provided the best 13 years out of the 35 year journey.

  • Bachelor of Arts degree in Speech Communications and Human Relations from the University of Kansas
  • Chartered Financial Consultant from The American College
  • Chartered Life Underwriter from The American College
  • NAPFA member since 1998
  • Licenses held before becoming Fee-Only
    • NASD Series 22, 6 & 63
    • Licensed insurance representative, Kansas & Missouri
  • Former member of Methodist Church finance committee
  • Current member of Methodist Church Foundation

I currently live in Overland Park, Kansas with my wife Brenda. We have two children, a son and daughter who are both living on their own.

Dean Cherpitel is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dean Cherpitel is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Dean Cherpitel

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Office Locations:

  • 5750 W. 95th Street
    Suite 128
    Overland Park, KS 66207

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