Skip to main content
Photo of Pennie Dakis

Pennie Dakis

Wealth Strategist

Pennie joined City National Rochdale in 2023 with 9 years of Income Tax, Estate, and Financial Planning experience. She partners with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance financial well-being across investment planning, asset protection and risk management, income tax mitigation, philanthropy, and estate and legacy planning.

Previously, Pennie was a Financial Planner for First Republic Bank. In this role she supported the advanced planning needs of ultra high net worth clients across the New York Tri-State area. Prior to this, she held several positions at Andersen, WithumSmith+ Brown, and Goldman Sachs.

Pennie earned a Bachelor of Science in Accounting from Adelphi University and a Master of Science in Taxation (MST) from Pace University. She also earned her Certified Public Accountant designation in 2019. Pennie and her husband live in New York and enjoy baking, boating, and traveling to different wine regions across the globe.

Check the background of registered investment professionals on FINRA's BROKERCHECK

Get to know us.

If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.

If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here

We’re Sorry there was an error ! Please try again.

Please enter a valid zip code

Searching for your local consultant.