Katherine W. Dean, CFP, CIMA

Katherine W. Dean, CFP, CIMA

Head of Family Dynamics, Wells Fargo Private Bank

Katherine Dean is the Head of Family Dynamics for Wells Fargo Private Bank. Dean leads the ongoing evolution of the Family Dynamics program curriculum as well as the management of the Family Dynamics team that is distributed across the country. Previously, Dean served as the Managing Director for Wealth Planning for Wells Fargo Wealth Management for almost 13 years. She also worked in Wells Fargo's Abbott Downing group, as well as Merrill Lynch's Family Office and Private Planning groups. She has also served as a Tax Manager for an exclusive Menlo Park CPA firm. Dean is a Certified Financial Planner™ and received her Certified Investment Management Analyst (CIMA) designation through the Wharton School of Business. Dean earned a bachelor of science in business administration in finance from Valparaiso University and a master's degree in taxation from Golden Gate University.

E-mail: Katherine.w.dean@wellsfargo.com | Website: www.wellsfargo.com/the-private-bank | LinkedIn

What Matters Most to Children of Wealth
retirement

What Matters Most to Children of Wealth

You might be surprised. Living it up isn't high on their list. Instead, most seem to be just as vested in protecting their family's legacy as their pa…
May 27, 2019
Estate Planning: 3 Tips to Get Your Family Talking More Effectively
retirement

Estate Planning: 3 Tips to Get Your Family Talking More Effectively

Communication is the key, but you have to be careful how you go about it. You need to prepare your family first, and it helps to set some ground rules…
October 23, 2018
Your Kid Is Moving Back Home? How to Make the Most of It
A mature African-American woman helping her daughter relocate, perhaps into an apartment or college dorm.They are in a parking lot unloading their cars. The young woman is carrying a laundry
college

Your Kid Is Moving Back Home? How to Make the Most of It

It's an exciting time! Your son or daughter has just graduated from college and will be now making their way in the world. Getting their first real jo…
July 23, 2018
One of the Toughest Questions for Wealthy People to Answer
investing

One of the Toughest Questions for Wealthy People to Answer

If you're rich, you need to be prepared for the day when your child asks you this question. Your ability to answer could be key to helping your family…
March 13, 2018
Wealth: The Ultimate Magnifying Glass
investing

Wealth: The Ultimate Magnifying Glass

Having substantial wealth certainly makes your finances more complicated, but it can also magnify already complex family relationships and dynamics.
November 21, 2017
Will Your Holidays Be Filled with Gobble, Gobble or Squabble, Squabble?
retirement

Will Your Holidays Be Filled with Gobble, Gobble or Squabble, Squabble?

The holidays are upon us, which can mean more time with family. If you are like me, visions of family fun, laughter and joy are dancing in your head. …
November 14, 2017
Stop Pushing My Buttons! Family Tensions Can Prevent Forward Planning
retirement

Stop Pushing My Buttons! Family Tensions Can Prevent Forward Planning

All families are emotionally complex systems. But there are ways to defuse the inevitable friction every family experiences, and it all starts with yo…
September 1, 2017
The Right Plan Can Bond Your Family Together Better Than Super Glue
Child, aged 6-7, and woman, aged 33, sticking buttons on a picture together in a family kitchen.
savings

The Right Plan Can Bond Your Family Together Better Than Super Glue

If your family isn’t on the same page, here’s how to start building a framework for long-term teamwork.
July 27, 2017
My Family Drives Me (Financially) Nuts
Multi-generation family cooking in kitchen
business

My Family Drives Me (Financially) Nuts

When it comes to money, families have a lot of issues to work out. And there’s a lot at stake. It all starts with communication.
June 22, 2017