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Transamerica Financial Advisors: Michael S. David

Transamerica Financial Advisors: Michael S. David

Location

4655 Old Ironsides Dr 490 Santa Clara CA United States 95054


Parking : Private Lot


About Business

As an Investment Advisor and Registered Representative, I love championing my clients’ dreams and creating a customized portfolio with their objectives in mind.

I have a holistic and client-oriented approach and build long-lasting relationships in order to best serve my clients as their needs evolve over time.

My team and I can help with:

- Retirement Strategies
- 401(k) plans for businesses
- Tax Efficient Strategies
- Insurance
- 401(k) Rollovers for individuals
- College Funding
- Wealth Management
- Passive and Active Investment Strategies
- Short-term Savings (ex: Emergency Fund)
- Long-term or Mid-term Savings for major purchases such as a home or family vacations

www.finra.org
www.sipc.org

LinkedIn Profile
https://www.linkedin.com/in/michaelsdavid

*Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.

*Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA.

*Tax and/or legal advice not offered by Transamerica Financial Advisor, Inc., Transamerica Financial Group Division or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.

*When clicking on third party links, you will be leaving this website. Please note: Neither Transamerica Financial Advisors, Inc. (TFA), nor its affiliates make any representation as to the completeness or accuracy of information provided by any other web site. TFA is not liable for any direct or indirect technical or system issues arising out of your access to any other web site. You assume total responsibility and risk for your use of any other web site.
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