Mary Katherine Dean

In addition to Framson, the CalCPA members on the Worth list are Mary Katherine Dean, CPA/PFS/CFP, Dean Consulting & Associates, San Diego; Michael Duckworth, CPA/PFS, Duckworth & Mehner, Orange; Mitchell Freedman, CPA/PFS, Mitchell Freedman Accountancy, Sherman Oaks; Karen Goodfriend, CPA/PFS, GoldsteinEnright Financial Advisers, Menlo Park; Meloni Hallock, CPA/PFS/MBA, Ernst & Young, Los Angeles; Sheryl Rowling, CPA/PFS/MBA, Rowling, Dold & Associates, San Diego; Jeff J. Saccacio, CPA/PFS/ChFC, My CFO, Irvine; Ginita Wall, CPA/CFP, San Diego.; and Christopher Wheaton, CPA/CFP, Litman/Gregory & Co., Larkspur.

Managing your practice from "fee-only," "fee-based," and "commission-only" perspectives will be explained by panelists Mary Dean, CFP, CPA, PFS; Ed Hieshetter, CLU; Les Merrithew, CFP, EA; and Aubrey Morrow, CFP.
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Mary Dean, CFP, CPA, PFS
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Mary Dean, CFP, CPA, PFS, was a financial analyst for Arco from 1974 - 1977, practiced public accounting from 1978 - 1988, and has been a fee-only financial planner since 1988.Her financial planning practice is located in Rancho Bernardo.She earned her MBA in finance from UCLA in 1974, her CPA in 1980, her PFS in 1986, and her CFP in 1987.Mary is a member of NAPFA, AIMR, FPA, AICPA, and the California Society of CPAs.

Mary Dean Dean Consulting & Associates