Dennis Shao

Director of Client Operations

Dennis currently oversees the Corporate Benefits Division alongside the Chief Wealth Strategist. He manages and processes client requests in collaboration with the Financial Planning Division and seeks new business development opportunities under the guidance of the CEO.

Within the Corporate Benefit Division, Dennis works closely with the Chief Wealth Strategist, investment provider consultant and third-party plan administrators to install new company sponsored retirement plans, review plan provisions, and provide account maintenance to meet the operational goals the company sponsored retirement plan seeks to accomplish.

Dennis earned his Bachelor of Science degree in Financial Economics and Quantitative Management from University of California, Riverside. He is fluent in English, and intermediate in Cantonese and Mandarin.

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CA Insurance License # 0K53471

File # 4942293.1