Dean C. Loftin

Background

About Dean C. Loftin

Increasing your awareness and fluency when it comes to financial planning is critical to making informed choices for providing security and peace of mind for yourself, your family, or business. That’s where I come in. I have the fortunate and distinct pleasure of working with people like you, crafting financial scenarios to help provide security, allay concerns and reduce risk regarding your financial future. I don’t only crunch numbers but rather calculate pivotal and personal decisions that can have a positive and lasting impact on your family's legacy and financial well-being. Engineering financial wellness game plans for you that change as your family and life changes - is part of my DNA. It lies at the heart of what I do and how I serve. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Douglas Blvd Ste 300, Roseville CA 95661 California Ins Lic.#0F83296 916.774.6267 Neither Lens Financial nor New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Lens Financial is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.