Goldstrand Planning

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Dennis established his business in 1976 and has enjoyed serving his clients for 33 years, many of whom have been with him most of those years. In order to provide his clients with the most knowledgeable and current advice, Dennis has earned his professional designations and continues to pursue continuing education. In addition to his Bachelor of Science degree in Business Administration, he holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP) designations. Being a member of professional organizations provides education, resources and ethical guidelines. Dennis is a member of National Association of Insurance and Financial Advisors, Society of Financial Service Professionals, Million Dollar Round Table and Stockton Estate Planning Council. He has served as President of three of the Local Chapters and been recognized with a lifetime achievement award. The firm is a member of Family Firm Institute, an international professional membership organization dedicated to providing interdisciplinary education for family business advisors. Besides serving in leadership positions in his industry, Dennis has written articles for national industry magazines and local business publications for 20 years. He has been a guest speaker at national meetings of financial service companies, along with meetings of his local associations, law school taxation course and CPA Society, and presenter of educational seminars for industry associations. Dennis is a member of the Field Advisory Board for a major national financial services company, and serves as chair of one of the committees. Involvement in business and community organizations is of great importance in making our community a better place to live. Supporting business groups and a healthy business environment has always been of interest. Dennis is an associate member of The Builders' Exchange of Stockton. He is Immediate Past President of the Greater Stockton Chamber of Commerce and serves as Co-chair of its Government Relations Council, in addition to his long-term membership. He has served other community organizations in various roles in the past. Recognition of his contributions to his industry and the community have been noted by his inclusion in Who’s Who in America and Who’s Who in Finance and Business. Dennis is Past President of North Stockton Rotary. Socially, he and his wife, Judy, are members of Mayacama Golf Club where they enjoy golf, tennis and fine wine. Operations Manager Julie Turner is the Operations Manager for Goldstrand Planning Group. Julie attended San Joaquin Delta College where she received an Associate in Arts Degree and an Administrative Assistant Certificate and Majored in Business Management. Julie’s responsibility at Goldstrand Planning Group is to assist in providing superior service to individuals and business owners. She oversees the overall operations of the business, which includes preparing and processing applications, handling client service requests, maintaining client records, preparing client reports, maintaining computer hardware and software, interviewing and training new employees.

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