ADVISOR BIO

David A. Radoccia is a financial professional with over 35 years of experience in the industry. David is currently registered with World Investment Advisors, LLC and has been with the firm since November 2018. David has also worked with several other firms, including Meridian Financial Group, Inc., Jefferson Pilot Securities Corporation and Linsco/Private Ledger Corp. David is a Certified Financial Planner and a Chartered Financial Consultant, and has a broad range of experience in investment advisory services including financial planning, pension consulting and portfolio management.

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ADVISOR BIO

David Walker is a financial advisor in Santa Barbara, CA. David has been working in the financial industry since 2006. David currently works with United Planners' Financial Services of America A Limited Partner. In addition to being registered in the state of California, David is registered to provide investment advice in 11 other states. David is also a partner with Proteus Investments LLC, a real estate investment firm.

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ADVISOR BIO

David Biehl is an Investment Advisor Representative associated with Capital Management Services. David has been in the industry since 11/1990 and holds the Series 2 exam. David has been registered in California since 5/10/2024. The firm has a total of 7 clients and has approximately $12,000,000 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals.

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ADVISOR BIO

David Hoffman is a registered representative with Concourse Financial Group Securities, Inc. David is a veteran in the financial services industry, with over 47 years of experience. David is registered with the state of California and South Carolina. In the past, David has also been affiliated with Jefferson Pilot Securities Corporation, Intervest International Equities Corporation, Conseco Securities, Inc., Conseco Financial Services, Inc., CNA Investor Services, Inc., Travelers Equities Sales, Inc. and Safeco Securities, Inc. David offers financial planning services and educational seminars.

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ADVISOR BIO

David Barragan is a financial professional with over eight years of experience in the financial services industry. David is currently registered with U.S. Bancorp Investments, Inc. as a financial advisor in Santa Barbara, California. David specializes in providing financial planning, portfolio management, and investment services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

David Catalfimo is a registered representative at J.p. Morgan Securities LLC. David has been in the industry since 1987 and is currently licensed in several states including California, Louisiana, North Carolina, Ohio, and Texas. David provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. David is committed to helping clients reach their financial goals.

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ADVISOR BIO

David Wilson is a financial advisor with Fidelity Personal And Workplace Advisors. David has been in the financial services industry since 2018. David holds the Series 7, Series 63, and SIE licenses. David is registered with the state of California as an investment advisor representative and as a broker-dealer. David is also registered as an investment advisor representative in Texas. David is a Certified Financial Planner™ professional. David has experience working with high-net-worth individuals, corporations, and retirement plans. David specializes in financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

David Neunuebel is a financial advisor with Raymond James & Associates, Inc. David has been in the industry since June 1982. David is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 63 license. David has experience working with a wide range of clients, including individuals, families, businesses, and institutions. David specializes in retirement planning, investment management, and financial planning. David has held previous roles at Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Morgan Stanley DW Inc.

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ADVISOR BIO

David Peckham is a registered Investment Advisor Representative in the state of California. David is the sole proprietor of Peckham, David A. His firm has 104 clients and manages $6,105,017 in assets. David has been a financial professional since 1986 and has worked with various firms throughout his career, including Titan/Value Equities Group, Inc., Kennedy, Cabot & Co., Southmark Financial Services, Inc., and NWNL Management Corporation. David is a financial planner who provides portfolio management services for individuals. He is also a registered representative with Series 7 and Series 65 licenses.

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ADVISOR BIO

David Goss is a financial advisor with Planmember Securities Corp. David has been in the financial services industry since December 1997. David is registered in 21 states as a broker-dealer and in 1 state as an investment advisor. David specializes in portfolio management for individuals and businesses, financial planning and pension consulting.

SPECIALIZATIONS