Dylan Brennan

Financial Advisor

Email:

dylan@accountingpros.com

Phone:

(760) 346-1487

Office(s):

73302 Highway 111, Palm Desert, CA 92260

Assistants:

Jacky Castaneda: jacky@accountingpros.com

Specialities:

401(k) & Workplace Plans

Business Planning

Charitable Giving

College Planning

Estate Planning

Executive Compensation & Stock Options

Financial Planning for Women

High Net Worth Clients

Insurance Solutions

Intergenerational Wealth Planning

Investment Management

Long-Term Care

Military & Veterans

Multilingual Services

New Investors

Physicians & Healthcare Professionals

Pre-Retirees & Retirees

Retirement Planning

Small Business Owners

Social Security Planning

Tax Strategy

Wealth Transfer

Languages:

Spanish

ARTISANCAP

About

Dylan Brennan is a seasoned financial advisor and the founder of his own public accounting firm, where he brings together decades of expertise in accounting and investment management. A graduate of California State University, Fullerton with a degree in Finance and an emphasis in Investment Management, Dylan has built his practice around delivering tailored financial strategies for clients approaching or enjoying retirement. His unique approach combines deep accounting knowledge with forward-looking investment insights, ensuring a holistic plan for wealth preservation and growth.

Dylan leads a dedicated team of specialists, including Raj Choobak (Stock Specialist), Peter Wang (Retirement Plan Specialist), and Sylvain Lapointe (Stock Specialist and Client Relations). Together, they provide comprehensive guidance spanning investment selection, retirement planning, and client relations. Dylan primarily serves retired and pre-retirement clients across a range of net worth levels, helping them achieve financial security and peace of mind through customized, tax-efficient strategies.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.