Looking for a financial advisor in Walnut Creek, California? He completed his Certification as a registered and Accredited Investment Fiduciary from Fiduciary Insights 360 (Fi360) in Pittsburgh, PA. His professional affiliations have included membership in the International Board of Certified Financial Planners, and the East Bay Chapter of the International Association for Financial Planning.
He earned the Chartered Life Underwriter® designation in 2005 and, most recently, in 2010 the Chartered Financial Consultant® designation, both through the American College of Bryn Mawr, PA. David is a member of the Financial Planning Association and the Northern California Planned Giving Council.
The material contained on this website is provided solely for information purposes only and does not constitute investment, legal, or tax advice, nor is it an offer to sell or a solicitation to buy any investment, investment process, strategy, or advice.
Denny is a qualified Portfolio Manager, who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.
Any information, services, or securities offered via the Sites are intended to be available only to residents of Argentina, Brazil, Canada, Walnut Creek Investment Advisor France, Germany, Hong Kong, Ireland, Japan, Italy, Korea, the Netherlands, Singapore, the United States and the United Kingdom.
Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested.
If you need help managing any aspect of your home or business's finances, we want to hear from are a full-service Wealth Management firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals.
Hiring a CPA, a tax attorney or a financial planner may help you reduce or optimize some of your tax dues. Financial planning fees are either fixed or hourly, with fixed fees ranging from $1,500 to $10,000 and hourly fees not exceeding $400. He donates his time to families in his church to educate them on the importance of saving and planning for their children's college education.