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Dean Kernus

Financial Advisor

deanA licensed CPA with many years of experience in taxation, and the former Chief Financial Officer of a publicly traded company, Dean provides sophisticated tax minimization solutions, wealth transfer strategies, and financial planning to corporate executives and business owners.

Designations and Education

  • CFP® Certified Financial Planner™
  • Certified Public Accountant/Personal Financial Specialist (CPA/PFS)
  • B.S., Economics, The Wharton School, University of Pennsylvania

Personal

  • Dean is a native of Washington, DC where he began his career as a CPA specializing in providing tax services to wealthy families with extensive real estate holdings throughout the DC metropolitan area, married an international trade attorney, and started a family.  His son is a third-generation CPA, his eldest daughter works globally in the non-profit world, and his younger daughter is pursuing her accounting education.
  • In his spare time, Dean enjoys staying fit, reading, traveling internationally, and taking advantage California’s natural beauty.