Dean Catino, CFP®, CPWA®, CRPC® in

Dean Catino, CFP®, CPWA®, CRPC®

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President & Chief Operating Officer at Monument Wealth Management
📍 New Alexandria, Virginia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
President & Chief Operating Officer
Job Level
Leadership
Location
New Alexandria, Virginia, United States
Personality Overview

How Dean shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dean cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2025
President & Chief Operating Officer
Monument Wealth Management
5-2008
President & Co-Founder
Monument Wealth Management
9-2001 - 5-2008
Vice President
Merrill Lynch
Regional Manager
B. Braun McGaw
Finance and Accounting
Combustion Engineering (C-E)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2013
Certified Private Wealth Advisor® (CPWA®)
The University of Chicago Booth School of Business
2006 - 2007
CFP® CERTIFIED FINANCIAL PLANNER
Certified Planner Board of Standards
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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