About Dennis
Have been in business since November 1978 doing tax and accounting work. Also maintain doing investment work for my clients under a national broker dealer. Graduated from Rutgers University for BA in accounting and Philadelphia University for MBA.
Education
MBA
Licenses
Series 6
Series 63
Life
Investment Advisor Representative
Accident & Health
NJ Licensed Public Accountant
Other Credentials
EA
CPTx
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
1991
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.