Piccirillo a Panelist at the 2010 CFDD Conference

R. Dean Piccirillo

R. Dean Piccirillo

Dean Piccirillo, financial advisor and principal with HBK Sorce Financial, LLC, is participating as a panelist for The Center for Due Diligence (CFDD) 2010 Advisor Conference held October 6-8, 2010 at the Fairmont Chicago-Millennium Park Hotel in Chicago, Illinois. The CFDD’s 2010 Advisor Conference themed “New Age Marketing: What Worked In The Past Is No Longer Effective”, is an all business event designed to help retirement plan specialists adapt to new trends, increase activity and grow their business.  This year’s conference is expected to draw more than 1,000 retirement plan experts, including over 500 advisors.

Piccirillo is one of four panelists for the session entitled “The Intersection of Inbound Marketing, New Media and SALES” which will address social media strategy, blogging, compliance issues, and practical tools for managing online efforts.  Piccirillo is one of a handful of financial advisor bloggers embracing the use of social media for business.  He is a steering committee member and co-founder of the Social Media Club of Southwest Florida, and is a member of the Southwest Florida Regional Technology Partnership.  His blog deanpiccirillo.com was featured in the March 26, 2010 edition of The Internet & Marketing Report as an example of how the lines are blurring between blogs and traditional web sites. In his Content Marketing Today(.com) review article, Newt Barrett called Piccirillo’s blog, “simultaneously newsy and professional.”

Piccirillo is a Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), and Accredited Investment Fiduciary Analyst (AIFA).  He works closely with families helping them plan for their long-term financial objectives, manage their financial assets effectively and preserve their wealth for future generations.  He also leads HBK Sorce’s Retirement Plan Unit working with most of the firm’s corporate and institutional clients sponsoring qualified retirement plans.

Piccirillo is a member of The Financial Planning Association of Southwest Florida, local building industry associations, Cape Coral Chamber of Commerce, and is a Board member of The Greater Fort Myers Chamber of Commerce.

HBK Sorce Financial is an independent, personal financial planning and investment advisory firm with offices in Pennsylvania, Ohio and Florida.  Currently, the firm has over 3,000 personal, corporate and institutional clients with an aggregate total of over $1 billion in financial assets.  HBK Sorce Financial is affiliated with Hill Barth & King, LLC and its family of service firms and organizations.  Established in 1949, Hill, Barth & King is one of the nation’s largest accounting and business consulting firms with over 10,000 clients and all the resources of a large, multidisciplinary firm.


Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC. Investment advisory services are offered through HBK Sorce Advisory LLC d/b/a HBKS Wealth Advisors. Mr. Piccirillo is not able to transact business in a state that he is not licensed or registered.