Our Staff

Owner and Founder

Dennis J. Goldstrand, CLU, ChFC, AEP

Dennis established his business in 1976 and has enjoyed serving his clients for 32 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, Financial Planning Association, Million Dollar Round Table and Stockton Estate Planning Council. He has served as President of three of the Local Chapters and been recognized with a lifetime achievement award. The firm is a member of Family Firm Institute, an international professional membership organization dedicated to providing interdisciplinary education for family business advisors. He is also registered with the NFL Players Association as a NFLPA Registered Player Financial Advisor.

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 of his broker-dealer’s Advisory Board and Field Advisory Board for a major national 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. He serves as Senior Vice-President and Co-chair of the Government Relations Council for the Greater Stockton Chamber of Commerce, in addition to his long-term membership.

He 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 and Who’s Who in Finance and Business.

Socially, Dennis has enjoyed the fellowship of the members of North Stockton Rotary for 20 years and currently is Immediate Past President. Dennis and his wife, Judy, are members of Brookside Country Club and Mayacama Golf Club where they enjoy golf, tennis and fine wine.

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. Currently she serves as President of the Stockton Opera Guild.

Betty Wilson
Director of Business Development

Betty Wilson recently joined Goldstrand Planning Group. She has lived in this area for many years and has a passion for our industry. She started in the financial business with World Savings and Loan as a loan officer.

She currently holds FINRA series 7, 66, 24 and a California Insurance license and continues to purse continuing education. Betty will be helping our practice with client seminars, marketing events and operational support. When she is not at the gym, she and her husband Joel enjoy flying, spending time with their dog, and other family activities.