Our Company Values
At Dinise Financial & Insurance Solutions, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Chuck Dinise
President, Dinise Financial and Insurance Solutions
chuck@dinisefinancial.com
Chuck Dinise has been in the Insurance and Financial Services Industry for the past 30 years. He has spent his career working for some of the most highly rated Insurance Companies in the Industry. He began his career in 1989 working with the Knights of Columbus. It was at this time that Chuck began his speaking and seminar career. He began writing a monthly Newsletter column and was published in the Fraternal Monitor Magazine. After nearly 15 years of dedicated service to the Knights of Columbus Chuck made a decision to move his business from Orange County closer to his home.
He spent a few years with a number of big name mutual insurance companies where he received additional training and added his Series 6, 63 and 65 Licenses. He continues to utilize his Series 65 license as an Investment Advisor Representative of Simplicity Solutions, LLC, a Registered Investment Advisor.
In 2009, Chuck decided to form Dinise Financial & Insurance Solutions in an effort to better serve his clients by having more than one company’s solution to his clients’ problems. He now has affiliations with a number of Insurance Companies enabling him to present a variety of options to best suit the needs of his clients.
Chuck has been married to Diane for 42 years and has three children and 4 grandchildren. He is a past Board of Director for the Fontana Chamber of Commerce. He is an active volunteer at his Church and donates many volunteer service hours to charitable organizations.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
