12340 El Camino Real Ste 300
San Diego, CA
Rachel Dennenberg began her career working with her father, Allen Dennenberg, as part of a family run financial advising team. She has been helping clients with their investments since 1998, and her specialty is creating investment and retirement plans for her clients that are unique to their needs.
Rachel is a partner and wealth advisor with Stratos Wealth Partners. Stratos is a national network of distinguished, experienced financial planners and investment advisors. Stratos allows Rachel to work with several financial intuitions, including LPL Financial and Fidelity, which allows her to find the best fit for each of her client’s needs.
With a degree in applied design from San Diego State University, Rachel helps her clients design investment strategies that incorporate all of their investments into a plan that is tailored to them and their investment goals. Working with each client in a one on one approach allows her to design a plan that is comprehensive and incorporates a transparent investment approach. She offers a wide variety of investment solutions that include insurance reviews and securities backed lending.
Located in Southern California, Rachel lives in San Diego with her two daughters and enjoys spending time with family and friends. She loves learning about the historic homes in her neighborhood and tending to her garden. Additionally, she likes to travel, spend time outdoors with her dog and enjoy all that her city has to offer.
Rachel Dennenberg is a registered representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC. She holds her CA insurance license and series 7, 63,65 and 3 designations.