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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

Do you have a Plan to Pursue Your Dream...

...And Survive Your Worst Nightmare?

I know this first hand…let's talk and I'll share it with you.

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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.

How Can I Help You Today?

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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.

  •  Tel: (831) 427-3040
  •  david.delarosa@lpl.com

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