Dean Kernus

Financial Advisor

dean A 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 families with extensive real estate holdings throughout the DC metropolitan area, got married to an international trade attorney, and started a family. His son and younger daughter are both third-generation CPAs, and his eldest daughter works for an international technology company.
In his spare time, Dean enjoys staying fit, reading, traveling, and taking advantage California’s natural beauty.