Brian Dennis has over three decades of experience in financial services. He joined EP Wealth Advisors in 2020 after a lengthy independent career as an attorney, insurance agent, financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®). Brian finds satisfaction in enabling people to fulfill their goals and objectives by helping them see the big picture of their estate planning, as well as assisting them with the management and transfer of wealth to the next generation. Married and the father of a Special Needs daughter, Brian is an avid reader, walker and swimmer, and also keeps busy socializing with friends. He was once Mouseketeer of the Day on the Mickey Mouse Club.
Juris Doctor, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Chartered Life Underwriter® Loyola Law School, Los Angeles, J.D.; Brandeis University, B.A., Politics