David Parker

RICP®, BFA™

Financial Advisor

State(s) Licensed:   AL, AZ, CA Insurance Lic. #4012222, CO, DE, GA, ID, IL, MA, MD, ME, MN, NC, ND, NH, NM, NV, OR, SD, TX, VA, WY

Phone 949-324-0490
Address

49 Discovery Suite 140
Irvine, CA 92626

David Parker

State(s) Licensed:   AL, AZ, CA Insurance Lic. #4012222, CO, DE, GA, ID, IL, MA, MD, ME, MN, NC, ND, NH, NM, NV, OR, SD, TX, VA, WY

Helping You To Optimize Your Financial Strategy

My goal is to help my clients optimize their financial life. I include:

1 Retirement income planning

2 Investment management

3 Protecting loved ones against the impact of long term care, death, and disability

4 Charitable giving

5 College planning

6. Protecting your future


Let's plan a visit in person at our offices in Irvine, at your home or virtually via Zoom or Facetime. Please checkout our upcoming events below and please let me know how we can help you!

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Location

Irvine Office

Phone:
949-324-0490
Mobile:
949-324-0490

Hours

M – F: 9 a.m. – 5 p.m.