Kenneth Dean, CPA, CFP®, CFA, MST, joined our team in 2018 as Director of Financial Planning. Over the course of his career, Ken brings 10 years’ experience working at large, multinational companies such as Toshiba and Colgate-Palmolive as a tax specialist and extensive experience providing accounting and tax services to personal clients for over 30 years.

 

For the past 15 years, Ken has served as an adjunct professor for Boston University CFP Certificate Program teaching all seven of the programs financial courses. (Introduction to Financial Planning, Insurance Planning and Risk Management, Investment Planning, Income Tax Planning, Retirement and Employee Benefits Planning, Estate and Gift Tax Planning, and Capstone Course). In addition to his role as an adjunct professor at Boston University, Ken has taught all sections of the CFP Certificate Examination Review courses for various CFP programs.

 

Ken’s passion and love for teaching financial planning concepts to students and clients resonates with his innate ability to think outside the box and present creative options focusing on cash flow planning and tax minimization strategies to help pursue financial goals.

 

Outside of work, Ken and his wife, Deanna, enjoy spending time with their son Edward. Ken’s other passions include listening and playing music with his band. He is also an avid hockey fan and plays goalie in a men’s league in his home state of New Hampshire.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.