Clarke D. Hedrick, CFP®
Clarke D. Hedrick, CFP®
631.486.8128
Clarke quickly found the value of a dollar by preparing financial and portfolio reports for his grandmother’s stock positions while growing up in the 1970’s. Since then he knew he would turn his passion for numbers into a career.
Clarke graduated from Pace University with a BBA in Marketing and began his career in sales before turning to the financial services industry. He specialized in providing group health and pension benefits to small and midsize companies prior to founding Financial Networking, Inc and Corner Stone Investment Advisors. Then after 14 years with Financial Networking, Inc, he decided to leave to pursue his dream of providing unbiased independent employee and financial planning by founding Pivotal Financial Services in February 2007.
Clarke lives in Suffolk County, NY with his wife, Joy and two daughters. He is an active member in the FPA-Financial Planning Association, NAHU - National Association of Health Underwriters, NAPA - National Association of Plan Advisors, ASPPA - The American Society of Pension Professionals & Actuaries,
Dean M. Stephens, RN, EA, CFP®
Dean M. Stephens, RN, EA, CFP®
631.486.8128
Dean graduated from Fordham University with a Bachelor's degree in Economics and Business. Having graduated in the midst of a recession, the job market was tight so he decided to wait out the depressed economic environment and became a paramedic.
While working in the medical field, he was able to take advantage of the tuition reimbursement program at the time and became a registered nurse. But Dean never gave up his passion for economics and would structure his co-workers portfolios and provide them with investing advice. Dean realized there was a large segment of the population that was financially under-represented and too small of an investor for the big firms. So he joined Pivotal Financial Services where independence allows him to focus on each and every client as an individual and practice true client centered financial planning.
Dean currently lives in Nassau County, NY with his wife, Karen and their four boys. He is a former 10 year member of the Wantagh Volunteer Fire Department and is still an active member of the company. He has been a member of the Financial Planning Association since 2004.
