Find the Certified Financial Planner™
Who's right for you.

Katherine W. Dean, CFP®

Wells Fargo

420 Montgomery St 5th Flr
MAC A0101-05K
San Francisco, CA 94104
Phone: (415) 947-1736
Fax: (415) 222-4204

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A