I thoroughly enjoy working with Small Business Owners and helping them bring order to their Financial Life.
The demands of running a successful business often cause business owners to defer important issues such as Wealth Management, Retirement Planning, Life Insurance, Estate Planning and Tax Mitigation Planning. Sometimes Business Owners get so busy, we forget to enjoy life. Working with an experience Wealth Management Advisor can help you make sounds decisions for you, your family and employees and help maximize the value of your business when you are ready to sell or retire.
At LPL Financial, our Advisory Support Professionals include Attorney's and Accountants as well as Specialists to provide experienced and educated advise on numerous topics and strategies that impact business owners.
Please feel free to call David De La Rosa, an experienced LPL Financial Wealth Management Advisor at 831-427-3040 or Email: David.DeLaRosa@LPL.Com for a complimentary appointment to discuss your personal situation.