304 W. Venice Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the depth of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
David began his journey in Brooklyn, NY and the learned the value of hard work and perseverance. At 19, after completing his studies at Georgia Tech, he moved to Los Angeles. David moved to Los Angeles with his newborn baby girl and developed the first of 3 businesses.
The first business was a fleet of 23 food trucks servicing the greater Los Angeles area. In 1982, due to a horrific accident, he broke his back and was supposed to be in a wheelchair for the rest of his life. Unfortunately, 2 months, thereafter, his 4 year old child got hit by a drunk driver and died.
He persevered and by 1985, he had started walking, sold his food trucks and began a Real Estate Brokerage in Beverly Hills with the same focus and discipline he has adopted up to this day.
In 1992, he moved to Florida and in ’93 originated his Financial Services with the idea of helping others pursue the absolute most through holistic financial services. He has assisted over 2500 familes and businesses throughout the State of Florida. Over the years, he has educated people on the benefits of life insurance, annuities, long term care, stocks, bonds, mutual funds, etc.
David enjoys bicycling, boating, boxing, and weightlifting and lives in Venice, FL with his wife of 27 years, Paulette.
We have 2 children and 3 grandchildren.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.