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David J. Sears
Works at Secure Financial Solutions Group, LLC
Lives in Phoenix, Arizona
24 followers|9,003 views
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Have him in circles
24 people
Business Coaching for Financial Advisors's profile photo
Beach Boundboy's profile photo
J. Michael Palermo IV's profile photo
Jon Thompson's profile photo
Timothy Spencer's profile photo
Janice Small's profile photo
Chris Sims's profile photo
Eric Zeltner's profile photo
Kim Hales's profile photo
Work
Occupation
Investment Advisor Representative
Employment
  • Secure Financial Solutions Group, LLC
    Investment Advisor Representative, present
Basic Information
Gender
Male
Other names
David J. Sears
Story
Introduction

David specializes in assisting individuals and families in evaluating their Investment goals and Retirement and Estate Planning needs.  His training and education focuses on the unique concerns of those in or near retirement.  He is a Certified Legal Document Preparer and assists residents of Arizona with a wide variety of Estate Plan documents including Living Trusts, Wills, Powers of Attorney, Health Care Directives, and Living Wills.

Investment advisory services provided by Brookstone Capital Management, LLC, a Registered Investment Advisor firm.

AZLDP 80760

  
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Phoenix, Arizona
Previously
Iowa