| Advisor Profile |
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Business Description |
Dave concentrates on working with business owners, affluent professionals, and retirees. “My goal is to help you reach your financial goals and objectives by implementing the right financial strategy for you.”
Dave provides solutions to your financial concerns through:
* Fee-based Asset Management
* Tax Reduction Strategies
* Retirement Funding
* Education Funding Strategies
* Small-Business Products & Services
* Insurance
* Estate Conservation Strategies
Dave received his Bachelor of Science degree in Business Administration from California State University at San Marcos. Dave, his wife, and their two daughters have lived in San Diego for seven years.
MetLife and its representatives do not provide tax or legal advice. Please consult with your own tax or legal advisors for such guidance.
I am licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. |
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General Information |
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| Insurance License#: |
0F07279
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| Name of Broker/Dealer: |
Metlife
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| Years of Experience in Financial Services: |
5
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| Number of Years with Current Firm: |
5
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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| California State University, San Marcos |
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Services |
| Investment Types: |
Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Disability, Life, Health, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
YMCA
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
50000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Dave Bernhard |
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