Brandon Dalgarno, CFP® acts as the Para-Planner for D.E. Financial Group, LLC. His duties include investment account analysis, handling client inquiries, and performing various account maintenance procedures. Brandon also assists the Certified Financial Planner in all aspects of financial plan creation. He holds Bachelor's Degree in Business Management. Furthermore, he holds the CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining D.E. Financial Group, LLC, Brandon worked in the banking industry, as a Service Manager, Personal Banker, and Investment Advisor.
- Life, Health, and Variable Contracts Insurance licensed
- California License No. 0F18816
- CERTIFIED FINANCIAL PLANNER™ Certificate No. 177383
- Financial Industry Regulatory Authority (FINRA) Licenses: Series 7 and 66