IT'S NOT ALWAYS ABOUT MONEY

WELCOME

We believe that our clients’ needs are best served by blending the science of financial analysis with the art of human understanding. We believe that a financial plan must be as unique as the client it is designed to serve.

ABOUT US

We provide comprehensive financial planning for families, small businesses and professional practices. Our services include retirement and estate planning, investment management, and life and health insurance.

OUR PROCESS

Because we feel that financial planning is a lifelong process and because most of our new clients come from referrals, we do not need to charge an up-front fee for the preliminary planning process.

D.M. Brenner, Inc.
380 Stevens Avenue, Suite 213
Solana Beach, CA 92075

Phone: (858) 345-1001
Fax: (858) 345-1054
www.dmbrenner.com

David M. Brenner, CLU, ChFC
CA Lic. #0801900
david@dmbrenner.com

Alexandra Kinander, CFP®
CA Lic. #0F80681
alex@dmbrenner.com