Education
Dennis graduated from Montclair State University with a Bachelor of Science degree in Teaching.
Professional Experience
Since 1981, Dennis has been helping individuals, families and business owners identify their investment objectives and achieve their financial goals. Dennis believes that proper planning begins with education. His ability to simplify and explain complex financial strategies allows him to empower clients to make educated decisions regarding their financial life.
Dennis’ approach to financial planning begins by helping clients understand the relationship of all their various financial decisions, striving to utilize their flow of money in the most cost efficient and effective manner.
He delivers personalized investment and asset protection strategies to affluent families and business owners. Dennis focuses on financial planning with a specialization in designing income distribution for individuals in or near their retirement. Dennis strives to be a lifelong resource for his clients and their families and friends.
Qualifications
- A Certified Financial Planner™ (CFP®)
- Series 7, 63, Securities’ Registrations
- Life, Health, and Variable Licenses
Personal
Dennis spent 22+ years as a football coach at Seton Hall Prep, where he implemented similar philosophies on the field as he does in his financial coaching with clients. He is a proud father and grandfather.