Dean
Kernus

Orin Green Financial, LLC

CRD#4648374
Investment Advisor
in San Diego, CA

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About this Advisor

Dean Kernus is a certified financial planner who works out of San Diego, California with a total of 7 years of relevant experience. Kernus is on the advisory team at Orin Green Financial, LLC. Throughout their career, they have worked at Acuity Consulting, Inc, Gupta Wealth Management, LLC, Ameriprise Financial Services Inc and Orin Green Financial, LLC. Kernus maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Louisiana. Orin Green Financial, LLC is a financial advisory firm that has its headquarters in San Diego, CA. It has $357 million in assets under management between its 808 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 808 client accounts, 61% are held by high-net-worth investors who have at least $1 million in investable assets. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Orin Green Financial, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9820 Willow Creek Road Suite 210
San Diego, CA 92131

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Orin Green Financial, LLC Brokerage Details

Total Assets Under Management

$357,217,826

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

808

CA Average: 3,727
Average Account Size

$442,101

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Dean Kernus Work History

Dean has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Orin Green Financial, LLC

2016 - 2016 (< 1 year)

Ameriprise Financial Services Inc

2014 - 2016 (2 years)

Gupta Wealth Management, LLC

2009 - 2014 (5 years)

Acuity Consulting, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dean Kernus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orin Green Financial, LLC

Corrine Fields
San Diego, CA
Michael Mayer
San Diego, CA
Brett Nussen
San Diego, CA
Dean Kernus
San Diego, CA
Orin Green
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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