Dean Joseph Catino
Investment adviser representative at Monument Wealth Management
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$648.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Monument Wealth ManagementAug 2012 to now
- LPL FinancialMay 2008 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Monument Wealth Management
Legal name: Monument Capital Management, LLC
$648.4MAssets managed
239Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4452905
- Firm CRD
- 159882