Dennis Stearns (CFP®, ChFC®, MSFS)

Dennis Stearns focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Retirement planning - cash flow and investment sufficiency

Business owner planning, including exit strategies

Investment management balancing offense and defense

Additional Information

Frequent industry speaker on best practices - investment management & financial planning

Scenario planning expert

Advanced training in investment and estate planning

NAPFA Start Date

March 13, 2009


This Office

324 W Wendover Ave Ste 204 Greensboro, NC 27408-8438 Phone: (800) 881-7374 Fax: (336) 230-2160