
David Brenner
Owner, Chartered Financial Consultant®
DM Brenner
United States, California, Solana Beach
About Me
David Brenner is originally from the Philadelphia area and has been a financial planner for over 30 years. He entered the profession after graduating from Muhlenberg College in Allentown, Pennsylvania, joining Keystone Financial Group in Bryn Mawr, PA. Keystone was one of the first firms in the country to combine investment and insurance services into a single, integrated planning process. He obtained his Chartered Financial Consultant designation from the American College in 1988 and the Chartered Life Underwriter designation in 1995. In 1990, he moved his practice to San Diego, California, but continues to work with many clients on the East Coast and takes great pride in the longevity his
Profile Information
Owner, Chartered Financial Consultant®
DM Brenner
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Solana Beach
California
United States
May 15, 2024
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