Dennis Branconier, CLU. ChFC®

Dennis Branconier, CLU, ChFC®

Senior Vice President, Personal Planning

  • 23 years specializing in tax-wise wealth preservation and transfer, life insurance, and charitable planning
  • Published four articles in Business Insider magazine on various estate planning topics
  • Master’s degree in counseling from Loyola Marymount University
  • Graduate of the Professional Mentoring Program of Family Wealth Counselors
  • Guest instructor for the certificate program in Personal Financial Planning at UCLA Extension
  • Active member and leader in numerous boards and councils
  • Chartered Life Underwriter (CLU) and Charted Financial Consultant (ChFC®) designation from The American College of Financial Services
  • Registered Representative (Series 6, 63)
  • Investment Advisor Representative (Series 65)
Email Dennis
Phone Extension: 129