Dean Catino, CFP®, CPWA®, CRPC®

Questioner
DISC Type : c

President & Chief Operating Officer at Monument Wealth Management

New Alexandria, Virginia, United States

Overview

Dean has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.

Topics They Care About

Dean has no verified topics they care about

Media Appearances

Dean has no verified media appearances

Work History

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

Education

2013 - 2013
Certified Private Wealth Advisor® (CPWA®) from The University of Chicago Booth School of Business
2006 - 2007
CFP® CERTIFIED FINANCIAL PLANNER from Certified Planner Board of Standards

More Information

Social Presence :

Prographics :

Exp : 24 Location : New Alexandria, Virginia, United States Job Level : Leadership Designation : President & Chief Operating Officer at Monument Wealth Management
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Insights For Selling To Dean

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dean is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Dean

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Dean move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Dean take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Dean

Personality Compatibility


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