Dennis E. Priest, Certified Retirement Counselor, CRC®

Dennis E. Priest, who heads our firm, is an Accredited Investment Fiduciary (AIF) and a Certified Retirement Counselor (CRC) with over 35 years of experience in the financial services industry. Dennis has extensive experience in both the insurance and securities businesses.  His experience is typically sought after by individuals and companies seeking retirement planning advice, a complete understanding of their retirement benefits, and their plans' distribution options.

Dennis holds both the Series 7 and 63 registrations with LPL Financial. He also has a Life and Disability License and is certified for Long-term Care Insurance. He is a member of the International Foundation for Retirement Education and a member of the Financial Planning Association of Orange County.