ADVISOR BIO

David Neiman is a financial advisor with J.P. Morgan Securities LLC in San Clemente, California. David has been in the industry since March 14, 2019. David holds the Series 63, Series 6TO and SIE licenses. Prior to joining J.P. Morgan, David worked at Wells Fargo Clearing Services, LLC in Laguna Beach, California.

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ADVISOR BIO

David King Nicholas is a financial advisor with over 13 years of experience in the industry. David King Nicholas is registered with Transamerica Financial Advisors, Inc. David King Nicholas has also worked with World Group Securities, Inc. David King Nicholas holds Series 6, 63, and 65 licenses, as well as the SIE exam. In addition to his financial advising services, David King Nicholas is a certified public accountant and provides accounting and tax preparation services.

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ADVISOR BIO

David McLean is a financial advisor with over 16 years of experience in the industry. David is registered with Wells Fargo Clearing Services, LLC in California and Texas, and holds Series 66, Series 7, and SIE licenses. David has been with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC since 2009 and has previous experience with UBS Financial Services Inc. David is a dedicated and experienced financial advisor who has been actively registered in the industry since 2002.

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ADVISOR BIO

David Marcinowski is a financial advisor at Global Retirement Partners LLC. David has been in the industry since 2007. He provides a variety of financial services, including financial planning, portfolio management, and retirement planning. He holds the Series 7, Series 63, Series 52, and Series 66 licenses and is also a registered representative with FINRA. David is dedicated to helping individuals and families achieve their financial goals.

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ADVISOR BIO

David Levine is a financial advisor with over 17 years of experience in the financial services industry. David is currently registered with Lincoln Investment and Capital Analysts in California. David has held previous positions with GLP INVESTMENT SERVICES, LLC and GWN SECURITIES INC. David is also a licensed insurance agent, offering fixed life and annuity sales and services. David has experience working with individuals, high net worth individuals, corporations, and other businesses. David specializes in financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

David Roggenkamp is a financial advisor with Commonwealth Financial Network in San Rafael, CA. David has been in the financial services industry since 1989. David is registered with FINRA and the state of California as a Registered Representative. Commonwealth Financial Network is a registered investment advisor with the SEC and is a member of FINRA. David has experience in various financial products and services, including portfolio management, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

David M Hubbel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David is a Series 7, Series 66, and SIE licensed professional. David has been in the financial services industry since July 20, 2014. David has experience with clients of all types, including individuals, corporations, high-net-worth individuals, and charitable organizations. David provides advisory services including portfolio management, financial planning, performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors. David is also a registered investment advisor in California and Texas.

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ADVISOR BIO

David Alan Foster is a financial advisor at Integrated Advisors Network LLC, based in San Diego, CA. David is a Chartered Financial Analyst and has been in the industry since 2007. David specializes in providing financial planning, portfolio management, and educational seminars. David is also a Certified Public Accountant and has experience working with corporations, businesses, and high-net-worth individuals.

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ADVISOR BIO

David Beltran is an investment advisor representative with Cambridge Investment Research Advisors, Inc. David has been in the industry since December 7, 2005, and has been registered with the state of California since November 16, 2011. David holds Series 66, 7 and SIE licenses and previously worked at Woodbury Financial Services, Inc., Princor Financial Services Corporation, and Signator Investors, Inc. David provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

David Phillips is a financial advisor with over 20 years of experience in the industry. David is registered with Valley Wealth Strategies, LLC, and is licensed to provide investment advisory services in California and other states. He has a wide range of experience in the industry, including working for Charles Schwab & Co., Inc. Valley Wealth Strategies, LLC focuses on providing financial planning and portfolio management services to both individuals and high-net-worth individuals. The firm also offers selection of other advisors services. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS