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 financial advisor serving clients in Amador and Santa Cruz counties. I help private clients and Small Business Owners Invest with tax mitigation strategies to move towards their Desired Life. My greatest reward is truly being able to help clients transform their life for the better.

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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