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
* 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.
|Name of Broker/Dealer:||Metlife|
|States Licensed in:||CA|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Annuities , Mutual Funds , Stocks , Bonds , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office , At your home , At your office , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Disability , Health , Long Term Care , Variable Annuity , Variable Life , Life|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||YMCA|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||50000|
|Compensation Methods:||Based on Assets|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|