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About Katherine Dean
Katherine M. Dean, CFP®, is a dedicated Financial Advisor known for her commitment to simplifying the complexities of finance for her clients. With a focus on empowering women, she partners closely with her clients to help them navigate their financial journeys. Holding herself to the highest standards of accountability, Katherine creates exceptional experiences for those she serves. As the Managing Director of Operations at Opal Wealth Advisors, Katherine draws upon over two decades of industry experience, including her prior role as a group director at Morgan Stanley. Her passion for women's empowerment led her to found "Living Your Worth, Inc.," before joining Opal. With a Master of Business Administration from Long Island University and a certification as a CERTIFIED FINANCIAL PLANNER™ professional, Katherine is a devoted advocate for women's financial independence. She also contributes to her community by serving on the board of Girls Inc. of Long Island and has been a dedicated Girl Scout Leader since 2011.
Pricing options
Regulatory filings
Areas of specialty
- Tax Planning
- Retirement Planning
- Estate Planning
- Investment Management
- Risk/Insurance
More about Katherine Dean
| Designations | Company name |
| CFP | Opal Wealth Advisors |
| Works with clients in | Custodian firms |
| Anywhere in US | Schwab & Pershing |
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