Dennis Thomas
Wealth Planner @Allen Capital Group
Signup · Get unlimited contacts
WORK HISTORY
Wealth Planner @Allen Capital Group
Allen Capital Group is a Wealth Management Firm offering clients unbiased portfolio management, estate planning, tax planning and preparation, and risk management services. Our team of experienced financial service professionals is dedicated to the highest level of service for our clients. We believe that our brand is only as good as our employees, which is why we take great pride in them. Our team holds 9 professional designations including three CFP®’s, two CPA’s, a CFA Charter holder, a PFS, a ChFC, and a CLU.As an Independent Registered Investment Advisor (RIA), we work only for our clients. Client service is our specialty, and we take pride in being free of conflict and upholding our fiduciary duty.
EDUCATION
USC
Certificate in Food Industry Management, Food Industry Management Program
Northern Arizona University
BSBA, Marketing
ABOUT DENNIS THOMAS
Have spent my career having a significant impact on my clients and companies wealth plans, sales, profits and business growth. Extensive experience in wealth planning, sales, sales management, marketing, finance, non-profit board of directors, and volunteering opportunities.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.