David Foguet

Group Benefits, Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Risk Management Strategies, Financial Education, Business Owners

English, Spanish

As a financial planner, investment adviser representative my goal is to provide solutions to individuals and business owners with concerns in the areas of wealth accumulation, wealth preservation, wealth transfer, estate, and tax planning strategies.

One of my specialties is evaluating and assessing the position risk of retirement and life insurance portfolios at the transition stage when individuals change employment or retire.  I have the skills, knowledge and experience to help meet my client’s goals in life insurance, investments, retirement, tax and health care. My client’s satisfaction in meeting their financial objectives is what matters most.

ORGANIZATIONS

• MBA in International Business
• Enrolled Agent
• AIPB

PERSONAL

• 19 year resident of Santa Cruz
• Proud parent of Nina and Christian
• Hobbies: Playing guitar, running, reading, motorcycling & spending time with family
• I like to travel and networking
• I enjoy making a difference in people’s lives

CRN202304-281000

Check the background of this investment professional on FINRA's BrokerCheck