Dennis J. Goldstrand
President & Owner of Goldstrand Planning Group, Inc., serving business owners and families since 1976.
- Role
- Registered Representative Registered Investment Advisor at Goldstrand Planning Group
- Location
- Stockton, CA, US
- LinkedIn followers
- 500 followers
About Dennis J. Goldstrand
We assist successful closely-held and family-owned business owners and families in creating and protecting personal wealth through professional planning. This allows you to focus your energy on building more profitable businesses and simplifies your financial life so you can devote your time on the truly important areas of your life. This process allows you to make smart and well-informed financial decisions, thereby providing you with greater financial independence and security. We value long-term client relationships that are based on mutual respect and are profitable for both of us.Our wealth advisory services include business and financial planning, estate tax analysis and legacy planning, fee-based investment management, risk analysis and insurance planning.
Experience
Registered Representative Registered Investment Advisor
Apr 2000 — Present · Stockton, CA, US
Securities offered through The O. N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45••••••••94. Investment advisory services offered through Dennis Goldstrand of Goldstrand Planning Group and O. N. Investment Management Company. Goldstrand Planning Group and O. N. Investment Management Company are not affiliated.
Education
The American College
Chartered Life Underwriter [CLU], Chartered Financial Consultant [ChFC]
1984 — 1988
California State University-Chico
Bachelor of Science (B.S.)
1973 — 1975
Skills
- Succession Planning
- Business Preservation
- Insurance Planning
- Estate Gifting
- Business Valuation
- Disability Income Insurance
- High Net Worth Individuals
- Registered Investment Advisor
- Chartered Life Underwriter [Clu]
- Business Planning
- Investment Strategies
- Estate Tax Analysis
- Closely-Held Business
- Trusted Business Advisor
- Chartered Financial Consultant [Chfc]
- Estate Planning
- Fee-Based Planning
- Protecting Wealth
- Wealth Management Services
- Business Owner Planning
- Building and Construction Contractors
- Accredited Estate Planner [Aep]
- Family-Owned Business
- Fee-Based Investment Advisory
- Financial Advisory
- Creating Wealth
- Wine Industry
- Retirement Plan Consulting
- Successful Business Owner
- Legacy Planning
- Financial Independence
- Life Insurance
- Investments
- Buy-Sell Funding
- Risk Analysis
- Financial Planning
- Trusted Advisor
- Estate Liquidity Funding
- Life Insurance Audit
- Key Employee Compensation Plans
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.