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    Commitment

    Commitment to providing you a solution is our number one priority. When we begin our journey with you, you become part of our family and it is a relationship that we value for the long haul.

    Excellence

    Excellence is the standard we believe greatly in when it comes to serving you and your family. We always strive for this standard even behind the scenes when no-one is watching.

    Integrity

    We serve with the highest level of integrity as trust is a priceless badge of honor that we don't take lightly. Serving others in this capacity is deeply embedded into our company culture.

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    Dennis Florendo

    Dennis Florendo

    Dennis Florendo

    With nearly two decades of experience in the financial services industry, Dennis Florendo combines a strong analytical foundation with a personal, values-driven approach to financial planning. He holds a bachelor’s degree in Mathematics and has dedicated his career to helping individuals and families make confident, informed decisions about their financial future.

    Dennis operates with a clear set of core values: professionalism in every interaction, integrity in every recommendation, and a deep commitment to building lasting relationships. His goal is not just to offer financial solutions, but to be a trusted partner in every stage of his clients’ financial journey.

    A man of faith, Dennis is actively involved in his church community, where he finds joy in Bible studies and meaningful fellowship. His faith is the anchor of his life and work, providing purpose and direction. Outside of his practice, he treasures time with his family, enjoys traveling, and loves relaxing with his Aussiedoodle, Milo.