Since 2007, Dennis has been assisting SchoolsFirst FCU Members with their investment needs. He's driven to do everything he can to ensure our Members recieve the service they need to meet and exceed their financial goals.
Dennis explains that he, along with all of our advisors, spends a lot of time focusing on our Members' goals. "A lot of our time is spent personalizing a plan that is customized for each specific Member and their goals. We have the ability to work with all of the investment options as other firms, but we package these products in a plan designed to reach our Member's goals."
Dennis is a fully registered and licensed investment and retirement planning professional. He earned a bachelor's degree from the University of Southern California, is registered to sell securities and holds a California Life/Health Insurance License.
When he's not helping Members, Dennis enjoys fishing, golfing, and coaching his children's sports teams.
To make an appointment with Dennis, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0E2397
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