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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Financial planning is offered through LPL Financial, a registered investment advisor.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.
Redlands, CA & Port Townsend, WA
(909) 793-
(800) 947-
(360) 379-
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Like many of us in this business, Dennis came to wealth planning because of his burning interest in his own financial well-
As a small business owner for over 25 years, Dennis saw many of his friends and fellow business owners struggling with their own retirement plans. That was all the incentive he needed to make a course change in life, obtain his securities licenses as per FINRA in 1995, and join LPL Financial. He found that he had a gift for understanding financial concepts and also the gift of explaining those concepts to others, who quickly entrusted their treasured financial assets to his care. Dennis never looked back and is quickly approaching his 20th year as a seasoned and professional wealth planner.
Dennis, and his wife Faye, have two children: Andrew, who is currently completing a PhD at Cal Tech, and Allison, who is attending Cal State and majoring in biology. Dennis is a member of the Redlands Country Club, and also a member of the Loma Linda University Church in Loma Linda.
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Please do not include instructions for the purchase or the sale of securities with your email, as these orders will be ignored. It is a requirement that the Representative speak to you first, before any orders can be accepted.
Listen to what Dennis has to say about retirement planning.