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David specializes in retirement
planning and has been affiliated with FMC since 1987. As the
Investment & Annuity Specialist since 1991, David assists our
association to design and implement investment* portfolios.
David was the 2004 Chair of the
Board of Professional Review for the CFP® Board in Denver, Colo.
In 2001, David was nominated to be one of the “100 Financial Planning
Champions” by Mutual Funds Magazine.
He is a graduate of Pomona College, Claremont, Calif., where he
earned a Bachelor’s degree in English Literature. He has had
extensive experience conducting continuing education classes for
accountants on the subjects of estate analysis, business
succession planning, qualified sick pay plans and pension
distribution alternatives. David has taught retirement planning
classes to the general public at California State University,
Northridge. CA Insurance License #:0726273 |
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FMC Financial Group offers a full range of
services to help clients identify and realize their financial
goals. Our services include:
| • |
Estate and retirement
analysis |
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Investment* and portfolio
analysis |
| • |
Pensions and employee
benefit plans |
| • |
Disability income
insurance analysis |
| • |
Executive compensation
and business insurance plans |
Our strategy is to recommend products and
programs based on a clear understanding of each client's
individual needs, means, goals, temperament, and willingness
to handle risk.
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Wealth
Management Solution allows you to see all your portfolio’s
elements in one place for maximum control of your
financial future. Wealth Management Solution automatically
organizes your investments, insurance, estate plan, bank
accounts and other financial instruments, so you can see
in a glance how you’re doing – and what more you may need to
do to help you achieve your personal financial goals!
With Wealth Management Solution, you can:
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Monitor your portfolio’s
financial performance on a daily basis! |
| • |
Continuously measure
your portfolio’s performance against your financial
objectives! |
| • |
Receive automatic alerts
when Wealth Management Solution detects a problem – or
discovers an opportunity! |
| • |
Share data with your FMC
Financial Group Representative via computer to receive
real-time input without leaving the comfort of your
home or office! |
Knowledge is power. Consult your Wealth Management
Solution account often to monitor portfolio performance.
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* David Bennett is a Registered Representative of, and offers securities, investment advisory and financial
planning services through, MML
Investors Services, Inc., member
SIPC. Supervisory office: 4695 MacArthur Court, Suite 1000,
Newport Beach, CA. 92660 Tel (949) 660-1717 |
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