Meet Brian
Brian Dennis is a California- and Pennsylvania-licensed attorney with a focus on tax and estate planning, business and real estate transactions, and asset protection. A graduate of Loyola Law School in Los Angeles, Brian combines deep legal knowledge with a strong business background to help clients make smart, lasting decisions about their financial futures.
In addition to his law degree, Brian holds a number of advanced credentials that reflect his well-rounded expertise:
“At the end of the day, I’m a planner. I’m not just here to draft documents. I’m here to walk with you, help you understand what matters, and make sure nothing falls through the cracks. It’s not a one-time transaction. I’m in this to build lasting relationships.”
— Brian Dennis, Attorney at Law
- CFP® – Certified Financial Planner™
- ChFC – Chartered Financial Consultant
- CLU – Chartered Life Underwriter
- Enrolled Agent – Authorized to Practice Before the IRS
- California Real Estate Broker
- Licensed California Insurance Agent/Broker (#0575617)
- California Notary Public
Brian brings a unique perspective as both an attorney and a financial professional. He’s published articles for fellow lawyers—most recently on Buy-Sell Agreements—and has served as the featured speaker for multi-location seminars, including his “Business Owner’s Review” series, which outlines key legal and financial considerations for entrepreneurs.
Clients appreciate Brian’s combination of professionalism and approachability. Friendly, gregarious, and known for his integrity, he takes a personal, attentive approach to each client relationship. Whether you're planning your estate, reviewing your business structure, or seeking asset protection, you’ll find in Brian a trusted advisor who truly cares about getting it right.