Dean Catino, CFP®, CPWA®, CRPC® in

Dean Catino, CFP®, CPWA®, CRPC®

Questioner · DISC type c
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.

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

How Dean shows up

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.

Priorities

Topics Dean cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
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.
Login to viewLogin to view media
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)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Dean. Free, 10 seconds.