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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Dennis Clapp

Meet Dennis Clapp, CFP®:

Dennis Clapp is an Executive Director with J.P. Morgan Private Bank in Los Angeles. He specializes in working with institutions and high net worth families to build and preserve assets by leveraging J.P. Morgan’s global...

ABOUT DENNIS

Meet Dennis Clapp, CFP®:

Dennis Clapp is an Executive Director with J.P. Morgan Private Bank in Los Angeles. He specializes in working with institutions and high net worth families to build and preserve assets by leveraging J.P. Morgan’s global platform. Dennis has over 15 years’ experience, having previously served as a Sr. Vice President with U.S. Trust, Bank of America Wealth Management and as Vice President with Wells Fargo Private Bank.

Board memberships have included: ACG101, Woodland Hills Tax & Estate Planning Council, Toastmasters Club #2847612, and Exit Planning Institute (Conejo Valley Chapter). Dennis earned his MBA in Finance and BA in Marketing, both from Loyola Marymount University. He completed his Certificate in Financial Planning from Boston University and holds the CFP™ designation.

Dennis is an avid offshore sailor, skier/snowboarder, and scuba diver.

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