Dennis draws on a broad education and experience in investment and financial services to deliver financial planning strategies suited to the needs of each client. He is able to take into consideration both short-term and long-term variables of investments, as well as your particular financial situation, goals and risk tolerance, to provide highly-personalized recommendations. In doing so Dennis is oriented towards building long-lasting relationships with his clients, and maintaining those by dedicating himself to service and performance.
He can address your needs in a variety of areas, including:
- Portfolio management
- Retirement planning
- Education planning
- Insurance planning
- Trust and Estate planning
- IRA rollovers and management
- Individual wealth preservation
Dennis studied electrical engineering at the University of California, Santa Barbara and has a Bachelor of Science Degree in Business from the California State University of Channel Islands. He previously worked as a financial advisor at Merrill Lynch and Wells Fargo. His industry licenses include: Series 7 and Series 66 registrations held with LPL Financial and Insurance License (Life, Disability, Long Term Care, Annuities). CA Insurance Lic#0H83569.