Lets Move from Your Vision To Wealth Management To Living Your Desired Life.
Welcome, I’m David De La Rosa, an independent financial advisor in Santa Cruz, California and I enjoy helping my private clients and Small Business Owners Invest with tax mitigation strategies to move towards their Desired Life. After all, isn't that why we all work so hard? We start by putting your vision to paper, then I will help you create a personal Financial Plan and introduce you to Financial and Legal Professionals if needed. Most professionals do not charge for initial consultations and you will only pay them if you need their services. We have helped many families, private clients and business owners plan for retirement and as professionals we communicate for your benefit. My greatest reward is when my clients call me to thank me for helping them pursue their dreams.