12340 El Camino Real Suite 300
San Diego, CA 92130
Has been serving high-net worth families and business owners since 2008, providing comprehensive and detailed financial planning. Dennis provides valuable consulting on investment management, retirement and estate planning, as well how to incorporate tax planning to create a customized and efficient financial plan.
Dennis has worked with some of the most well respected firms on Wall Street and became a Certified Financial Planner in 2010. He formerly held the Series 7, 3 and 63 brokerage licenses and has been mentioned or published in several online financial publications including the Wall Street Journal. He is a graduate of California State University Northridge with a Major in Business and Double Minor in Finance and Real Estate.