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 experienced Wealth Management Advisor can help you make sounds decisions for you, your family and employees and help increase the value of your business when you are ready to sell or retire.

At our firm, 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 Advisor at 831-427-3040 or  Email:  David.DeLaRosa@LPL.Com  for a complimentary appointment to discuss your personal situation.