Dennis Nakamura

After graduating from the University of California, Berkeley with a business degree in accounting and finance I have been in the financial services industry for my entire career. My area of exeprtise is in the investment management of portfolios using stocks, bonds, exchange-traded funds and options. I also have certificates in Estate Planning and Financial Counseling from the American College in Bryn Mawr, Pennsylvania. My goal is to build my client's investment portfolios while protecting their estates from income and estate taxes. I also work with small businesses to help them grow and be successful.