Advisor Profile

Dean McCormick serves as Managing Director, Wealth Management in Choreo’s Irvine, California office. With more than four decades of experience, he advises successful entrepreneurs and multigenerational families on the complex financial decisions that shape both business and personal wealth.

Prior to joining Choreo, Dean was Managing Partner of Insight Wealth Strategies in Irvine, California. He began his career with Ernst & Young before moving into senior financial leadership roles, including serving as Chief Financial Officer for growth companies navigating expansion and public-company transactions. Since 1993, he has worked closely with entrepreneurs guiding them through capital strategy, liquidity events, and long-term planning.

Throughout his career, Dean has served as corporate CFO and trusted financial advisor to entrepreneurs facing sophisticated planning challenges. His advisory approach focuses on preserving wealth, managing tax exposure, protecting assets, preparing heirs, and aligning charitable intent with overall strategy.

Dean has also held significant leadership roles, including Chair of the Investment Committee for the Roman Catholic Diocese of Orange and board service with public growth companies during periods of expansion and transition. He is a founder of the Advisory Board for the Orange County Business Forum at the University of Southern California and a past president of the Orange County chapter of the Association for Corporate Growth.

Dean’s counsel reflects the discretion, judgment, and long-range discipline required by high-net-worth and ultra-high-net-worth families stewarding wealth across generations.

When he is not working, he enjoys golf, skiing, and running. He and his wife Martha love spending time with their four children and their spouses, along with thirteen grandchildren, all of whom live in South Orange County.

EDUCATION

• B.A. Economics, with distinction, University of Redlands
  M.B.A. Finance, University of Southern California