Goldstrand Planning Group

CONNECT

Address:

2800 W. March Lane, Suite 326
Stockton, CA 95219-8202

Phone:

(209) 472-7000 ,Toll Free: (800) 507-9911,

Fax/Other:

(209) 472-1551

Our Staff

Owner and Founder

Dennis J. Goldstrand, CLU, ChFC, AEP

Dennis established his business in 1976 and has enjoyed serving his clients for 42 years, many of whom have been with him most of those years.

In order to provide his clients with the most knowledgeable and current advice, Dennis has earned his professional designations and continues to pursue continuing education. In addition to his Bachelor of Science degree in Business Administration, he holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP) designations.

Being a member of professional organizations provides education, resources and ethical guidelines. Dennis is a member of National Association of Insurance and Financial Advisors, Society of Financial Service Professionals, Million Dollar Round Table and San Joaquin Estate Planning Council. He has served as President of three of the Local Chapters and been recognized with a lifetime achievement award by the California State Senate. 

Besides serving in leadership positions in his industry, Dennis has written articles for national industry magazines and local business publications for 20 years. He has been a guest speaker at national meetings of financial service companies, along with meetings of his local associations, law school taxation course and CPA Society, and presenter of educational seminars for industry associations. Dennis is a member and past chairperson for a national advisory group, representing a major financial services company.

Involvement in business and community organizations is of great importance in making our community a better place to live. Supporting business groups and a healthy business environment has always been of interest. Dennis is an associate member of The Builders' Exchange of Stockton and North Coast Builders' Exchange. He is Past President of the Greater Stockton Chamber, and was co-chairperson of their Government Relations Council for 8 years in addition to his long-term membership.

He is chairperson of the Stockton Symphony Capital Campaign, and has served other community organizations in various roles in the past. Recognition of his contributions to his industry and the community have been noted by his inclusion in Who’s Who in America. Recipient of the Albert Nelson Marquis Lifetime Achievement Award-2018.

Dennis is Past President of North Stockton Rotary.  Socially,  he and his wife, Judy, are members of Mayacama Golf Club in Sonoma County.

Julie Turner
Operations Manager

Julie Turner is the Operations Manager for Goldstrand Planning Group. Julie attended San Joaquin Delta College where she received an Associate in Arts Degree and an Administrative Assistant Certificate and Majored in Business Management.

Julie’s responsibility at Goldstrand Planning Group is to assist in providing superior service to individuals and business owners. She oversees the overall operations of the business, which includes preparing and processing applications, handling client service requests, maintaining client records, preparing client reports, maintaining computer hardware and software, interviewing and training new employees.

 

Judy A. Goldstrand
Director of Marketing

Judy Goldstrand, wife of Dennis, is a long-time resident of Stockton. As Director of Marketing, she represents Goldstrand Planning Group as a member of the Marketing Committee of the Sonoma County Winegrape Commission.

Judy has been active in the community as a volunteer for many charitable and cultural events. She is Immediate Past President of the Stockton Opera Guild, and serves on the Board of Directors for Stockton Symphony Association.

Maximilian (Max) Goldstrand "aka" Chief of Security 

 

 

 

 

 

 

 


Goldstrand Planning Group
2800 W. March Lane, Suite 326
Stockton, CA 95219-8202
Toll Free 1-800-507-9911
(209) 472-7000
FAX: (209) 472-1551
e-mail: planning@goldstrand.com

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck