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Dennis Wilson, Certified Wealth Practitioner
President, Wilson Financial Services
Dennis Wilson has been providing exemplary financial services throughout the U.S. with his innovative pre- and post-retirement and estate planning solutions for more than 40 years. Dennis specializes in working closely with his clients to create personalized, sound estate and retirement plans. He values the importance of protecting accumulated assets while effectively generating sufficient retirement income and minimizing taxes.
Dennis is one of the top one percent of retirement counselors and financial service professionals and is recognized by the Million Dollar Round Table's Top of the Table, an exclusive forum for the world's most successful life insurance and financial services professionals. These members are committed to providing excellent client service while displaying the highest standards of ethics and professional knowledge.
Dennis has taught courses at Rancho Santiago College on life, health and business insurance. He consistently enhances his own knowledge by continuing his education in retirement, financial, and estate planning. In the early 1980’s he began specializing in retirement and estate planning.
Dennis enjoys a fulfilling life with his wife and seven children. He is an enthusiastic humanitarian and is actively involved in his community and church. He has coached and umpired Little League baseball for more than thirty years and has taught Sunday school for thirty-five years. He is the West Coast Director for Effective Ministries, Inc., (LINK, The Chain of ChangeTM), impacting the nation of Niger, Africa, by building orphanages, supplying medical equipment and serving as a missionary to that country.
John Yeandle, Partner
Financial Advisor, Wilson Financial Services
John Yeandle has been consistently offering solid, reliable counsel to his clients with his extensive knowledge and ingenious financial strategies. John specializes in estate planning, tax advantage, retirement, and charitable-giving plans, as well as trustworthy asset and family protection. John’s clients rest assured with his steadfast philosophy that promotes the preservation of assets, an equitable rate of return, viable tax protection, and sufficient planning and preparation for the unpredictable nature of life.
John is of noteworthy regard having earned his B.A. in finance with honors from National University in San Diego, as well as a degree in electrical engineering from College of the Air Force. With his continued dedication and advancement in the field, John is becoming a Chartered Financial Consultant (CHFC) with an Advanced Financial Planning Certification.
John and his wife of more than 25 years, Christi, treasure their family of three children and one grandchild. John plays an active roll in his community and world-wide humanitarian missions. He is involved in all aspects of youth soccer, serves on the board of trustees for Christian Businessmen’s Connection of Orange and Los Angeles Counties, and attends St. John’s Lutheran Church where he serves as an elder. He has done mission work in Africa and Mexico and also supports mission work in Haiti by providing remote communities with homes, food, and medical supplies.
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