California Insurance License Number 0K75844
David is financial advisor at Tax & Financial Group. David focuses on guiding business owners, families, and individuals with accumulation and preservation of wealth through comprehensive financial strategies.
David utilizes a comprehensive approach to his financial services practice that addresses:
- Business Succession & Exit Strategies
- Investment Advisory
- Brokerage Accounts
- Qualified Retirement Plans/IRA Issues
- Charitable Gifting
- Distribution of Wealth at Death
- Life and Health Insurance
- Liability Issues
Prior to joining Tax & Financial Group, David spent 7 years as personal banker and business banker at Bank of America to help both individuals and business owners with financial needs.
David holds the series 7 and 66 securities registration as well as Life and Health Insurance Licenses.
David is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member of FINRA/SIPC.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and your are under no obligation to follow them.