Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Irvine > David L. Reagan, CFP®, CIMA
Find the Certified Financial Planner™
Who's right for you.

David L. Reagan, CFP®, CIMA

City National Bank Private Client Services

18111 Von Karman Ave
Ste 110
Irvine, CA 92612
Phone: (949) 223-4020
Fax: (949) 223-4050

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Sudden Wealth

 

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.