Goldstrand Planning Group

Specialties

Goldstrand Planning Group is a full service planning organization for closely-​held and family-​owned businesses and families. Our objective is to assist successful business owners and their families in creating and protecting personal wealth through professional planning.

This allows you to focus your energy on building more profitable businesses and gives you more time for the truly important areas of your life.

Our Services:

–Business Succession Planning

–Estate Planning

–Financial Planning

–Investment Management

–Risk Planning [Insurance]

History

Established in 1976.

Founded in 1976 by current owner Dennis J. Goldstrand.

Meet the Business Owner

Dennis G.

Business Owner

Professional Designations of Chartered Life Underwriter [CLU]; Chartered Financial Consultant [ChFC]; and Accredited Estate Planner [AEP].

Bachelor of Science degree in Businees Adminstration, California State University-​Chico.

Member of professional organizations: National Association of Insurance and Financial Advisors; Society of Financial Professionals; Stockton Estate Planning Council and NAEP&C; and Million Dollar Round Table.

Member of Greater Stockton Chamber of Commerce and Builders’ Exchange of Stockton.

Member of California Association of Winegrape Growers; Sonoma County Winegrape Commission; and Russian River Winegrowers.