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Kenneth Dean

Senior Director of Financial Planning

Winthrop Wealth

United States, Massachusetts, Boston

About Me

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 of 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 program’s financial courses. (Introduction to Financial Planning, Insurance Planning and Risk Management, Investment Planning, Income Tax Planning, Retirement and Employee Benefits Planning, Estate and G

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Profile Information

Senior Director of Financial Planning

Winthrop Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jun 24, 2024

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