Dennis J. Cunningham II, CHFC®, CLU®, AIF®
Wealth Management Director
License: CA #0C88895
Check the background of this financial professional on FINRA's BrokerCheck
BACKGROUND
Dennis J. Cunningham II is a teacher-at-heart, and for over 20 years Dennis has been a trainer for both his Clients & other Financial & Insurance Professionals. Known for his wealth of Financial Planning & Business Planning experience, Dennis enjoys creating financial plans through combining tax, investment, income, estate and insurance planning into a comprehensive financial plan.
“Being a born & raised New Yorker and a Veteran of the Marines (USMC), I have been known to be straightforward. I believe our family of clients & producers appreciate my candor, perspective, and honesty. After all, my job is try to help clients achieve thier financial goals through guidance”.
Today as the co-founder of Precision Wealth (now well into its 2nd decade of growth & success), Dennis partners with clients and coaches industry professionals and sales organizations on strategic financial planning, business growth & development, practice management, and speaks to audiences both large and small.
“As a partner in your future achievement, I promise to always tell you what you NEED to hear & not just what you want to hear, in order to help you accomplish your financial goals”.
EDUCATION & CERTIFICATION
Dennis holds his AIF® (Accredited Institutional Fiduciary) designation, is a ChFC® (Chartered Financial Consultant), a CLU® (Chartered Life Underwriter), has completed the CFP® Certification Curriculum, holds his Series 6, 63, 7, 66, & 24 licenses with Parkland Securities, LLC Member FINRA/SIPC and has his CA Insurance License #0C88895. Dennis is a Registered Representative with Parkland Securities, LLC and previously served with various broker dealers as a branch compliance officer.
Dennis served as a Sergeant in the United States Marine Corps, then graduated Magna Cum Laude from Park University with his BS in Accounting & Management, and received his financial designations from the The American College of Financial Services.
PERSONAL
Dennis currently resides in San Clemente, CA with his wife of over twenty-one years Stacie, their three children Dominic, Donovan, and Declan as well as their numerous pets & animals. Dennis is also zealous about physical fitness, basketball, has been called a “human calculator” and somehow balances eating well with a serious sweet tooth.“
