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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.

Latest Features

Building Wealth
November 2017

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. But realistically speaking, those visions can be quickly squashed by family drama.

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Building Wealth
September 2017

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 you.

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Building Wealth
July 2017

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.

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Building Wealth
June 2017

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.

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