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)