Katherine M. Dean, CFP® Financial Advisor

Katherine Dean is dedicated to working hand-in-hand with her clients. She fully respects their busy lives, and helps to simplify the financial complexities they face as women. With a laser focus on keeping her guidance clear and understandable, she supports her clients’ progress toward their goals and dreams. Katherine holds herself to the highest standards of accountability as she works to create an incredible experience for the clients she cares so much about.

At Opal, we celebrate every time a woman realizes her worth, earns the income she deserves, and takes control of her financial future!

Before joining the team at Opal, Katherine used her 20 years of financial industry experience to run her own women’s empowerment and coaching organization, Living Your Worth, Inc. Prior to that, she was a group director at Morgan Stanley, managing the operations team. Previously, she held positions at various firms as both a relationship manager and an operations and compliance manager.

Katherine earned both her MBA and BS degrees from Long Island University in Brookville, NY. She is a CERTIFIED FINANCIAL PLANNER™ professional. A passionate advocate for women and girls, she serves as a board member for Girls Inc. of Long Island and has been a Girl Scout Leader since 2011.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Katherine M. Dean, CFP® portrait

Our Team