About My Practice
David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. "I enjoy developing long term relationships with my clients through the design and implementation of comprehensive financial planning strategies to help them in working toward their goals. I have found that clarifying their objectives, assessing their current situations, and laying out alternative scenarios give my clients the choice and control necessary to make educated decisions about their finances."
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David began his career as a financial planner in 2000 with American Express Financial Advisors, Inc. and was affiliated with Lincoln Financial Advisors -- Sagemark Consulting from 2002 to 2009. Currently he is a registered representative and investment advisor representative of LPL Financial. David has been a CERTIFIED FINANCIAL PLANNERTM practitioner since 2004. He earned the Chartered Life Underwriter® designation in 2005 and, most recently, in 2010 the Chartered Financial Consultant® designation, both through the American College. He is active in the East Bay Jewish Community, and currently resides in Walnut Creek,CA with his wife, Ilene, and their children, Seth, Stella, and Solomon. David is a member of the Financial Planning Association and the Northern California Planned Giving Council, and is also a recent graduate of the Leadership Contra Costa program sponsored by the Walnut Creek Chamber of Commerce.
David is supported in his office by a dedicated client service specialist and by a team of advisors with years of experience helping clients with their investment, retirement and estate planning problems. David is also able to draw on the national resources of LPL Financial, the #1 independent Broker/Dealer, as reported in Financial Planning Magazine, June 1996-2011 based on total revenues. LPL Financial. Member FINRA/SIPC.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: CA Insurance Lic. #0D11810, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter (CLU®)
Investments involve risk including possible loss of principal. David is a financial advisor with, and securities and financial planning offered through LPL Financial Member FINRA (www.finra.org)/SIPC (www.sipc.org) -- for hyperlinks to these sites see above under Experience section. For a list of states in which I am registered to do business, please visit my website: www.lpl.com/david.bobrowsky.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.