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Dennis WilsonDennis 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. 


 

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Tel: 714-705-1900 or 800-696-9970 Fax: 714-705-1901
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