Dave Penn

Q: What is Dave Penn email address?

Email Dave Penn at dave.penn@raymondjames.com. This email is the most updated Dave Penn email found in 2026.

Q: How to contact Dave Penn?

To contact Dave Penn send an email to dave.penn@raymondjames.com. If you want to call Dave Penn try calling on +17145998230. (updated on October 31, 2024)

Partner at Penn Lee Partners | Brea, California, United States

About Dave Penn

Dave Penn serves as a Partner at Penn Lee Partners, where he leverages his extensive expertise in wealth management to guide a diverse clientele, including proprietors, professionals, real estate investors, and retirees. With a focus on building and preserving wealth, Dave specializes in crafting tailored investment strategies that emphasize strong cash flows and moderate growth potential. His adeptness in income-producing bonds, dividends, and real estate investment trusts (REITs) allows him to create robust portfolios that align with his clients' financial objectives.

Currently, Dave is spearheading several key projects at Penn Lee Partners, including the development of innovative investment solutions that integrate alternative assets such as energy partnerships and immediate annuities. His strategic approach to financial planning encompasses a wide array of investment vehicles, from equities to deferred annuities, ensuring that each client’s unique needs are met with precision. By employing advanced portfolio management techniques and thorough financial analysis, Dave is able to identify opportunities that maximize returns while mitigating risk.

In addition to his investment advisory role, Dave is deeply committed to educating his clients about the intricacies of estate planning, mergers and acquisitions, and the nuances of hedge funds and mutual funds. His holistic view of financial services enables him to provide comprehensive guidance that empowers clients to make informed decisions. As a registered representative of Raymond James Financial Services, Dave upholds the highest standards of integrity and professionalism, ensuring that his clients receive the most reliable and effective financial advice in today’s dynamic market landscape.

Dave Penn Work