Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Brea > David E. Sweet, CFP®
Find the Certified Financial Planner™
Who's right for you.

David E. Sweet, CFP®

DES Financial Group LLC

3000 E Birch St
Suite 103
Brea, CA 92821
Phone: (714) 572-3620
Fax: (866) 408-1484

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.