Katherine Dean, CFP®
Financial Advisor | Entrepreneur | Author
Professional Overview
Katherine Dean is a highly accomplished financial advisor, entrepreneur, and best-selling author with a proven track record of success in the financial services industry. She leverages her extensive expertise in wealth management, real estate, and compliance to provide tailored solutions that help her clients achieve their financial goals.
Experience Summary
Current Roles
Financial Advisor, Opal Wealth Advisors (2020 - Present)
- Provides comprehensive financial planning and investment management services to high-net-worth individuals and families
- Develops customized strategies to optimize client portfolios and address complex financial needs
- Collaborates with the firm's leadership team to enhance operational efficiency and ensure compliance with regulatory requirements
Real Estate Holdings, EMALS, LLC (2018 - Present)
- Manages a diverse portfolio of real estate investments, including residential and commercial properties
- Oversees property acquisition, renovation, and asset management to drive optimal returns
International Best-Selling Author, House of Indigo Publishing (2021 - Present)
- Authored a critically acclaimed financial self-help book that has garnered global recognition
- Promotes financial literacy and empowerment through public speaking engagements and media appearances
Owner & CEO, Living Your Worth, Inc. (2016 - Present)
- Founded a boutique financial advisory firm focused on helping clients maximize their net worth and achieve long-term financial security
- Provides comprehensive wealth management services, including investment planning, tax optimization, and estate planning
Previous Roles
Chief Compliance Officer-Managing Director of Operations, Opal Wealth Advisors (2019 - 2020)
- Established and implemented robust compliance frameworks to ensure the firm's adherence to regulatory guidelines
- Streamlined operational processes and enhanced client service delivery
Co-Chair, Girls Inc. of Long Island (2018 - 2022)
- Championed the organization's mission to empower young women and foster their educational and personal development
Client Service Specialist, GM Advisory Group, Inc. (2014 - 2014)
- Provided exceptional client support and assisted with the implementation of wealth management strategies
Operations and Compliance Manager, Leon J. Hochheiser Co., Inc. (2005 - 2014)
- Oversaw daily operations and supervised the firm's compliance with industry regulations
Academic Background
Katherine holds a Bachelor of Science degree in Finance from the University of Delaware. She is a Certified Financial Planner (CFP®) and is committed to ongoing professional development to stay at the forefront of industry best practices.
Areas of Expertise
- Comprehensive financial planning and wealth management
- Investment portfolio construction and optimization
- Real estate investment and asset management
- Regulatory compliance and risk management
- Entrepreneurship and business strategy
- Financial education and public speaking
Professional Impact
- Recognized as an international best-selling author in the financial self-help genre
- Served as a trusted advisor to high-net-worth individuals and families, helping them achieve their long-term financial goals
- Championed financial literacy and empowerment initiatives through her involvement with Girls Inc. of Long Island
- Leveraged her expertise in compliance and operations to enhance the efficiency and regulatory adherence of financial services firms
Conclusion
With her diverse experience, entrepreneurial spirit, and commitment to client success, Katherine Dean is poised to continue making a significant impact in the financial services industry. Her multifaceted expertise, coupled with her passion for helping others achieve financial freedom, make her a valuable asset to any organization or client seeking comprehensive wealth management solutions.
