Dean Catino, CFP®, CRPC®, CPWA®
President & Co-Founder at Monument Wealth Management- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER
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Certified Private Wealth Advisor
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Chartered Retirement Planning Counselor
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Experience
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Monument Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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President & Co-Founder
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May 2008 - Present
On paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry. Our Team provides opportunities for business professionals and high-net-worth investors to get where they most want to go—and tap not just their potential for wealth, but their potential for living. For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans. Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com. Show less
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Sep 2001 - May 2008
Managed several rules-based Equity Growth and Income Growth Portfolios, and Comprehensive Financial Planning for a select clientele. Managed several rules-based Equity Growth and Income Growth Portfolios, and Comprehensive Financial Planning for a select clientele.
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Regional Manager
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1983 - 1999
McGaw was a leading IV solutions and infusion pump manufacturer. Company leadership conducted a leveraged buyout and then successfully conducted an Initial Public Offering of the company. McGaw was later acquired by Ivax Corporation, a generic pharmaceutical manufacturer, and is now a part of BBraun. McGaw was a leading IV solutions and infusion pump manufacturer. Company leadership conducted a leveraged buyout and then successfully conducted an Initial Public Offering of the company. McGaw was later acquired by Ivax Corporation, a generic pharmaceutical manufacturer, and is now a part of BBraun.
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Combustion Engineering (C-E)
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Stamford, CT/Houston, TX
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Finance and Accounting
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1981 - 1983
(C-E) was an innovative American engineering firm and leading company in the development of power systems in the United States with approximately 30,000 employees in about a dozen states at its peak. The company was acquired by Asea Brown Boveri in the late 1980s. The boiler and fossil fuel businesses were purchased by ALSTOM in 2000, and the nuclear business was purchased by Westinghouse Electric Company also in 2000. (C-E) was an innovative American engineering firm and leading company in the development of power systems in the United States with approximately 30,000 employees in about a dozen states at its peak. The company was acquired by Asea Brown Boveri in the late 1980s. The boiler and fossil fuel businesses were purchased by ALSTOM in 2000, and the nuclear business was purchased by Westinghouse Electric Company also in 2000.
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Education
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2013 - 2013
The University of Chicago Booth School of Business
Certified Private Wealth Advisor® (CPWA®) -
2006 - 2007
Certified Planner Board of Standards
CFP® CERTIFIED FINANCIAL PLANNER -
2006 - 2007
College for Financial Planning
Chartered Retirement Planning Counselor -
1977 - 1981
Seton Hall University
BS, Accounting
Community
