Dennis Branconier

Senior Vice President, Private Client Group

With 23 years of attending to the sophisticated planning needs of successful professionals, business owners, and real estate investors, Dennis works with clients and their advisors in tax-wise wealth preservation and transfer, the proper use of life insurance, and charitable planning. He has earned a reputation for being a collaborative leader, serving affluent individuals jointly with attorneys, CPAs, investment advisors, financial planners and fundraising development professionals.

Dennis is past President of the South Bay Estate Planning Council and an active member and leader in numerous boards and councils. He is a guest instructor for the certificate program in Personal Financial Planning at UCLA Extension. He has delivered presentations at the national conference of M Financial Group and other financial industry organizations as well as various professional assemblies in the South Bay. As an author he has published four articles in Business Insider magazine on various estate planning topics.

Dennis holds a master’s degree in counseling from Loyola Marymount University, the Chartered Life Underwriter designation from the American College, and a Series 65 Investment Advisory Representative designation from the National Association of Securities Dealers. He is a graduate of the Professional Mentoring Program of Family Wealth Counselors. He and his wife, Kathleen, residents of Rancho Palos Verdes, have three daughters.

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M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.