Women & Wealth

88 Greene Avenue,Sayville NY 11782

12 October, 2022

Description

As a modern woman, sometimes it feels like there aren’t enough hours in the day. Between juggling a job, raising children, and managing finances—our lives quickly become complicated and stressful. Women are expected to make it all work—even though many of us have never been taught how. Join Katherine Dean as she shares simple ideas to navigate planning for retirement, savings for your children's college education, learning about investing and real estate, managing the household finances while recession proofing your life. Katherine M. Dean, CFP® 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. 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 proud mom, wife, and animal lover, Katherine is also 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.