Dennis Packard

Dennis Packard, CFP®, has more than 20 years of experience in the financial industry. Dennis began their career as a Corporate & Government Agency Bond Analyst at Dow Jones/ Bridge Financial in 1997. In 1999, they joined TD Ameritrade as an Investment Consultant, where they worked until 2006. At that point, they joined Align Wealth Management as a Partner and CERTIFIED FINANCIAL PLANNER™. Dennis held this position for over 17 years until 2023, gaining valuable experience in financial planning. Currently, Dennis serves as the Director of Financial Planner at Edelman Financial Engines where they continue to utilize their expertise and knowledge in the field.

Dennis Packard, CFP®, holds a Bachelor's degree in Finance from Oklahoma State University, obtained between 1993 and 1997. Dennis also pursued Financial Planning studies at Boston University from 2008 to 2010. In addition, they have obtained the Certified Financial Planner (CFP®) certification, although no information regarding the institution or the year of obtaining it is provided.