David Parker
RICP®, BFA™
State(s) Licensed: AL, AZ, CA Insurance Lic. #4012222, CO, GA, ID, IL, MA, ME, MN, NC, ND, NH, NV, OR, SD, TX, VA, WY
49 Discovery Suite 140
Irvine, CA 92626
State(s) Licensed: AL, AZ, CA Insurance Lic. #4012222, CO, GA, ID, IL, MA, ME, MN, NC, ND, NH, 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