With over 31 years of experience in retirement planning strategies, Dennis Shapses currently serves as the Managing Director-Investments at Wells Fargo Advisors. His passion for education, which began during his career as a schoolteacher, continues to shape his approach in the financial services industry. Dennis also attended Golden Gate University Law School, where he honed his analytical and risk management skills, equipping him to better serve his clients and students alike. Since 1994, he has taught financial education classes, inspiring countless individuals to take charge of their financial futures.

CA Insurance License Number: 0832171 Resident State CA

Joining him in this mission, is his daughter and business teammate, Kendel Shapses. A dedicated financial advisor for seven years, Kendel holds a bachelor’s degree from UC Davis and has attended a master's program at Dominican University in San Rafael. She began her career as a Client Associate, gaining invaluable experience in enhancing client satisfaction and mastering the intricacies of financial processes. Kendel's innate desire to help others, combined with her attention to detail, strong listening skills, and client-focused approach, enables her to build lasting relationships with clients. She offers a comprehensive range of services designed to simplify financial lives and enhance overall satisfaction.

Outside of work, Kendel pursues her passion for equestrian activities. She enjoys spending time at the ranch with her horse, Star.

Our mission is to pave the path to your financial destination, helping you arrive on time and in comfort.

CA Insurance License Number:  0M75386 Resident State CA