Dennis Kalinin
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Financial Advisor for JPMorgan Chase - Dennis Kalinin
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Dennis Kalinin's Background
Dennis Kalinin's Experience
Vice President, Private Client Advisor at JPMorgan Chase
November 2011 - Present | Huntington Beach, CA
- Advise clients with complex investment strategies pertaining to asset allocation and portfolio construction for strategic and tactical decisions.
- Continual analysis of retirement plans to develop and implement income strategies in order to help maintain a desirable standard of living.
- Review current estate plans and future estate concerns
- Insurance planning and risk management
Dennis Kalinin's Education
Las Lomas High School
California State University, Long Beach
Dennis Kalinin's Interests & Activities
Finance, Basketball, Sports, Politics, Travel, Reading (Big Short, Liar's Poker, anything Michael Lewis).
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