Dave Penniall

President & CEO at Penniall Associates Inc

Dave Penniall's Professional Contact Details

Email (Verified)
****@penniall.com
HQ
(626) 795-3062
Location
Los Angeles, California, US
Company
Penniall Associates Inc
Person Seniority
c_suite

Dave Penniall's Current Company Details

Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe...
Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
Founded Year
2002
Organization Website
penniall.com
Organization Revenue
8000
Current Technologies
nginx
mobile friendly
incapsula
new relic
asp net
microsoft-iis
hotjar
bootstrap framework
google maps non paid users
drupal
addthis
google maps
google analytics
google font api

Job Functions

Finance
Operations
Consulting
insurance services
asset management
wealth management
company benefits
business successsion planning
financial planning
college funding
real estate
retirement planning
investments
finance
investment management

Dave Penniall's Work History and Education

Penniall & Associates, Inc.
President & CEO
1997 - Present

Colleagues at Penniall Associates Inc

Director, Advisory Services
Chief Compliance Officer & Client Relationship Consultant &
Investment Analyst
Managing Director

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