Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: CA. Domicilied in CA, CA Insurance Lic. # 0D36153
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10960 Wilshire Blvd Suite 2100 Los Angeles, CA 90024, (310) 689-3300.
- Investment Strategies
- Business Owners
- Insurance Strategies
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee David’s Licenses and Disclosures