DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
La Jolla, CA 92037
858-350-3516
About Ocean View Financial
Our mission is to help you get more life out of your wealth.
Ocean View Financial works with people in their pre-retirement years to establish a plan for a fulfilling retirement. We specialize in educating high net worth individuals on tax-savings strategies and implementing those strategies for our clients
See Disclosures
General Information
Firm Start Year
1925
CRD#
5560057
Firm CRD#
2881
Years of Experience in Financial Services
16
Work Experience
David is the youngest person ever in the San Diego Group to obtain both the CFP® and the CLU® designations.
The CERTIFIED FINANCIAL PLANNER® certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Advisory Services Provided
Financial Planning, Estate Planning & Trusts, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CLU®
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893231/financialadvisor-Ocean-View-Financial-detailed-disclosure.html