David De La Rosa – LPL Financial

Specialties

I specialize in helping small business owners and private clients prepare for retirement.

Together, we will create or review your Living Trust, Will, Health Directive and Retirement Income Plan.

We will discuss your present Financial Position to create a Financial Plan to to help seek life time income in retirement and to care for your loved ones when you are no longer able to.

Initial consultations are complimentary.

History

Established in 1996.

I am an Independent Financial Advisor backed by the largest Independent broker/​dealer in the country*, LPL Financial. I passed my Series 7, 63, and 65 Securities Exams held with LPL Financial in 1996 and I am licensed with the Calif. Dept of Insurance.

LPL Financial does not own any Mutual Funds, Bank, or Insurance Companies. Our entire income is derived only by serving our clients interests.

Disclaimers:

*As reported by financial planning magazine 1996 – 2015, based on total revenue

David De La Rosa and LPL do not provide legal advise or services. Please consult your legal advisor regarding your specific situation.

Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The LPL Financial Registered Representative may only discuss and/​or transact securities business with residents of Ca, Hi, Id, Il, Mo, Mt, Oh, Wa.

Securities offered through LPL Financial, Member SIPC. «SIPC​.org»