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David has been a CERTIFIED FINANCIAL PLANNER™ Practitioner since
1987. He conducts his financial services with his personal
clients through his dba TOTAL FINANCIAL CONCEPTS. David has
extensive experience in all aspects of financial, investment and
insurance planning, but he specializes in Retirement Planning.
David commits himself to a disciplined process
that helps his clients make informed & customized business and
personal financial decisions. The PROCESS that is used for
every person is:
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Establish goals, objectives & expectations
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Make customized suggestions and recommendations
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Implement strategies & recommendations
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Monitor progress and make adjustments as needed
David served on the CFP® Board’s, Board of Professional Review
from 2000 – 2004 and in 2004 was the Chair of the Board of
Professional Review. 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. David earned
a Professional Designation in Personal Financial Planning, (PFP)
from U.C.L.A and obtained his Certified Financial Planner ™
designation from the Denver College for Financial Planning. In
addition to various insurance licenses, David also holds Series
7, 24, 53 and 63 Securities Licenses.
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 also taught
retirement planning classes to the general public at California
State University, Northridge.
CA
Insurance License #:0726273 |
