Dylan came to CBI from Hillis Financial where he joined in late 2016. Through his relationship with his broker dealer, LPL Financial, Dylan provides a comprehensive range of financial and investment planning services to his individual clients. He works diligently to uncover and understand his clients’ needs and aspirations in order to provide appropriate and worthwhile financial strategies. Dylan graduated with a bachelor’s degree in Business Finance from San Francisco State University. 

Registrations and Certifications:

• Securities Registrations held through LPL Financial: FINRA Series 7 & 66
• Life/Health/Disability Licenses (CA Insurance Lic #0M81060)
• CFP (Certified Financial Planner) – Certified Financial Planner Board of Standards, Inc.
• CFS (Certified Fund Specialist) - The Institute of Business & Finance
• CES (Certified Estate and Trust Specialist) - The Institute of Business & Finance