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portrait of Dennis H Laughlin
FINANCIAL ADVISOR

Dennis H Laughlin

CFP®, AAMS™
1165 Lincoln Avenue Suite 320, San Jose, CA 95125opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Dennis

A Financial Advisor Who Listens, Plans, and Partners with You

I became a financial advisor after helping my mother navigate her finances when my father passed away. That experience showed me firsthand the importance of having a trusted financial partner – someone who truly listens, understands what matters most to you, and develops a personalized strategy to help you achieve your goals. Today, I bring that same dedication to my clients, helping them navigate market ups and downs, major life transitions and all stages of their financial lives.

Who I Work With

My ideal clients are individuals, entrepreneurs and small business owners who...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Employee Stock Options
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Colorado State UniversityMaster of Science
  • University of Notre DameBachelors

Personal Interests

  • Cycling
  • Hiking
  • Traveling

Team Members

  • Jodi DiPiero
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(408) 998-3045

Fax

(877) 222-6364

Office Address

1165 Lincoln Avenue Suite 320
San Jose, CA 95125opens in a new window

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