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| Dennis J. Goldstrand |
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Dennis J. Goldstrand, CLU®, ChFC®, AEP® is the founder, owner and advisor of Goldstrand Planning Group, Inc. Dennis established his business in 1976 and has served many of his clients for most of those years, including second and third generation family members.
In order to provide his clients with the most knowledgeable and current advice, Dennis has earned his professional designations and continues to pursue continuing education. In addition to his Bachelor of Science degree in Business Administration, he holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP) designations.
Being a member of professional organizations provides education, resources and ethical guidelines. Dennis is a member of National Association of Insurance and Financial Advisors, Society of Financial Service Professionals, Million Dollar Round Table, Business Enterprise Institute (BEI) and San Joaquin Estate Planning Council. He has served as President of three of the local chapters and been recognized with a lifetime achievement commendation by the California State Senate and Assembly.
Besides serving in leadership positions in his industry, Dennis has written articles for national industry magazines and local business publications. He has been a guest speaker at national meetings of financial service companies, along with meetings of his local associations, law school taxation course and CPA Society. Dennis is a past member and chairperson for two national advisory groups, representing a major financial services company.
Involvement in business and community organizations is of great importance in making our community a better place to live. Supporting business groups and a healthy business environment has always been of interest. Dennis is an associate member of The Builders' Exchange of San Joaquin and Building Industry Association of the Greater Valley. He is past president of the Greater Stockton Chamber of Commerce, and was co-chairperson of their Government Relations Council for eight years. Membership in Family Winemakers of California and Alexander Valley Winegrowers supports the California wine industry.
He is chairperson of the Stockton Symphony Capital Campaign and has served other community organizations in various roles in the past. Recognition of his contributions to his industry and the community have been noted by his inclusion in Who's Who in America and is a recipient of their Albert Nelson Marquis Lifetime Achievement Award in 2018. Dennis is past president of North Stockton Rotary.
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Securities offered through The O. N. Equity Sales Company, Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242 (513)794-6794. Investment advisory services offered through Goldstrand Planning Group and O.N. Investment Management Company. Goldstrand Planning Group is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.
This communication is strictly intended for individuals residing in the state(s) of AZ, CA, LA, NV, OR, TN, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced. |
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