Dean J. Catino, CFP®, CPWA®
President & Co-Founder
Dean graduated from Seton Hall University with a degree in Accounting just as Ronald Reagan was assuming his presidency. He was intrigued by the excitement of the bull market and knew he wanted to be a part of the phenomenon. A large Wall Street firm advised him to gain sales experience if he wanted to truly thrive in the industry, so Dean embarked on a successful career in sales management at a large pharmaceutical company before pivoting to make his mark as a Financial Advisor.
Ironically, that same inherent sales orientation that Dean experienced at the brokerage firm where he began his financial services career became the driver for him to become an independent CERTIFIED FINANCIAL PLANNERTM and Certified Private Wealth Advisor. Dean firmly believes that being a Financial Advisor is not about selling… it is always about acting in the best interest of your client. Being a true fiduciary and conducting comprehensive financial planning is predicated on understanding “What’s the Money For” rather than selling the investment of the day. This is the core principle of Monument Wealth Management, which Dean co-founded in 2008.
Dean is happiest when interacting with our clients. He has a unique ability to connect with others and to demystify complex financial topics. Dean is married to his high school sweetheart and is immensely proud of his three accomplished daughters. He enjoys both the serenity of fly fishing and the thrill of crushing the competition while biking on his Peloton. Of course, scoring anything better than Dave on the golf course always makes his day!
CERTIFIED FINANCIAL PLANNER(TM)
Awarded designation of CERTIFIED FINANCIAL PLANNER™ by the Certified Financial Planner Board of Standards, Inc (CFP®)
Chartered Retirement Planning Counselor
Awarded designation of Chartered Retirement Planning Counselor® by the College for Financial Planning
Private Wealth Advisor®
Earned Certified Private Wealth Advisor® designation from the Investment Management Consultants Association (CPWA®)
Licensed insurance agent
Licensed insurance agent (life and health)
U.S. News & World Report Contributor
Contributor to U.S. News & World Report‘s column, “The Smarter Investor”
Features in the Press
Interviewed by, and published in, numerous personal finance and industry publications, including: Kiplingers Personal Finance, Washington Post, Private Wealth magazine