401k Retirement Plans & Business Consulting • Complimentary Financial Plan for New Clients • Open a New IRA or Investment Account

I’m always available to serve Investors 6 days a week by Phone and Email
Aiming to reduce your Financial Worries, I am offering a FREE Portfolio Risk Analysis
Call David on 831-427-3040 then Email your Statements to: David.delarosa@LPL.com

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My Goal is to be a Blessing to my Clients and their Families

Welcome, I’m David De La Rosa, an independent LPL Financial Advisor. I help private clients and Small Business Owners Invest with tax mitigation strategies to move towards their desired life.

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David De La Rosa and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

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...And Survive Your Worst Nightmare?

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My Goal is to be a Blessing to my Clients and their Families