Dean Kernus is a CFP, PFS-designated registered investment advisor at Willow Creek Financial, based in San Diego, CA, with 18 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 238 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Willow Creek Financial offers asset management and comprehensive portfolio management through wrapped fee programs. Details regarding investment management fees are provided in Willow Creek Financial's separate wrap fee program brochure.
Location
9820 Willow Creek Road, Suite 210, San Diego, CA, 92131
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Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Dean owns real estate in Escondido, CA since 1998. He also works as a contractor and question developer for the American Institute of CPAs, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Willow Creek Financial
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Gupta Wealth Management, LLC
Seidman Private Securities LLCBroker
Seidman Private Advisors LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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