Dennis Nakamura

Dennis Nakamura is a seasoned business consultant and financial professional based in Moraga, California.13 He holds a degree in Business Administration from U.C. Berkeley, with a focus on accounting and finance.3 Nakamura has obtained several professional certifications, including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).14

Areas of Expertise

Nakamura specializes in:

• Income tax planning
• Estate planning
• Business development
• Strategic financial planning
• Investment management
• Retirement planning
• Portfolio management125

He has received advanced training in Estate Planning and Financial Counseling from the American College.13

Professional Experience

As a business consultant, Nakamura offers expert analysis to help businesses uncover growth opportunities and areas for improvement.2 His approach involves taking a comprehensive look at a company's operations to identify potential enhancements and strategies for success.

Nakamura has a history of working in the financial services industry. He was previously associated with McNally Financial in their Moraga, California office from September 2010 to October 2019.67

It's worth noting that while Nakamura has extensive experience in the financial sector, there have been some regulatory issues in his career. As of late 2019, he was subject to a regulatory bar, which may have impacted his professional standing.67