David Chazin
San Ramon, California, 94583
Member Since 2005
I provide my clients with a comprehensive solution to help them achieve their financial goals in relation to retirement, investment, estate, stock option, tax reduction, college, and/or business owner/succession planning. I provide high-level objective, strategic, and prudent advice designed to help my clients accumulate, retain and transfer wealth.
My philosophy is to always go the extra mile and make client service my first priority. I have a fiduciary responsibility to my clients, which means your interests always come first. My vast financial knowledge and experience enables me to help you create and implement a unique financial plan that best serves you and your family for years to come.
My Location
Background Information
Years of Financial Experience
- 9
Education
- San Diego State University (Business Administration)
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4506422
- Securities Registrations: Series 66, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Registered Investment Advisor: Lincoln Financial Advisors
- Broker/Dealer: Lincoln Financial Advisors
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Arizona
- California
- Colorado
- Connecticut
- Florida
- Hawaii
- Illinois
- New Jersey
- New York
- Ohio
- Oregon
- Pennsylvania
- Texas
- Washington
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Business Succession, Contingency, and Investment Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Non-correlating alternative investments
Investment Products
- Mutual Funds, Securities, Hedge Fund, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Business
Visit Website - http://www.insight2wealth.com
