Financial Planning Certificate (Online) - Tutor Bios

KENNETH DEAN, CPA, CFP®, MST

Kenneth Dean is a Certified Public Account and a Certified Financial Planner®. He has provided accounting and tax services to personal clients for 20 years. As an international tax manager, he gained 10 years’ experience of dealing with large multinational companies such as Toshiba and Colgate-Palmolive. Ken achieved a Master’s of Science degree in Taxation in 1995 and a State and Local Tax certification in 1999 from Fairleigh Dickinson University.

For the past three years, Ken has taught all seven courses as an adjunct professor for Merrimack College’s Certificate in Financial Planning program: Introduction to Financial Planning, Insurance Planning and Risk Management, Investment Planning, Income Tax Planning, Retirement and Employee Benefits Planning, Estate and Gift Tax Planning, and Comprehensive Case Analysis. He has taught various CFP® Certification Examination Review courses for CFP® programs, also for Merrimack College.

Ken is a consultant to Boston University’s Program for Financial Planning, where he provides input to students enrolled in the online Financial Planning Program.

Ken is a current member of the AICPA and the NJSCPA.

CAROLYNN TOMIN, CFP®

Carolynn Tomin is a Certified Financial Planner™ professional who specializes in financial education. She has taught estate planning courses and CFP® Certification Examination Reviews for fourteen years, for CFP® programs at Boston University, Merrimack College and Northeastern University in Massachusetts, and for Florida Gulf Coast University. She has also taught estate planning courses for Merrill Lynch, Salomon Smith Barney, Fleet Bank, Bank Boston, Harvard University, John Hancock, and Met Life.

Carolynn is a consultant to Boston University’s Program for Financial Planning, where she edits, writes and oversees curriculum for their online Financial Planning Program.

Carolynn sold her financial education company Beacon Hill Financial Educators after eight years, which provided continuing education courses for CFP® certificants and CPAs throughout the country. She has written and presented ethics and estate planning courses for organizations such as the FPA (Financial Planning Association), Mass. and NH Association of Public Accountants, and NAPFA (National Association of Personal Financial Advisors), and at national conferences for American Express, Linsco Private Ledger, and Mutual Service Corp.

Former positions include Program Manager of Boston University’s Program for Financial Planning, Director of Financial Planning Programs at Merrimack College, and Regional Director of the Social Security Disability Program in Massachusetts.

She is a current member of the FPA and serves on the SW Florida chapter Board of Directors. She was a former member of the Boston Estate Planning Council for 7 years.

Boston University does not certify individuals to use the CFP®, Certified Financial Planner™ and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.