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.