Phone Number: (925) 280-2878
Email Address: firstname.lastname@example.org
460 N. Civic Drive, Suite 312
Walnut Creek, CA 94596 United States
David Phillips is a financial advisor with Zuk Financial Group and is located in Walnut Creek, California. A Registered Representative with LPL Financial, David holds FINRA Series 7, 63 with LPL Financial and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, David represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an Investment Advisor Representative, David offers both institutionally managed programs to his clients as well as fee based consulting.
David is an enthusiastic financial professional who seeks to establish a strong client partnership and is committed to maintaining the strength of that partnership from generation to generation. David is very conscientious of the unique needs and goals of each of his distinctive clients, and is thorough in analyzing all information necessary to construct a successful financial plan for each one.
David earned his undergraduate degree at Boston University, a J.D. from Antioch School of Law and a Master of Laws in Taxation from John Marshall Law School in Chicago. David enjoys sports, music and exploring California with family and friends in his spare time.
CA Insurance Lic. #0F34591
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.