PLAN TODAY, LIVE TOMORROW
Hi, I'm Dave, and I'm here to guide you to financial freedom. Because you need someone you can trust with your money and your dreams.
Helping You Live Life To The Fullest
I’m the President of Pacific United Planning, a Registered Investment Advisor (RIA) specialized in working with small business owners and local, state, and federal employees. As your financial planner, I tailor financial solutions to your specific needs and circumstances, always making your interests my priority. I am committed to building a lasting relationship with you based on trust and expertise so your dreams can come true.
Services
I believe that a financial plan is like a good road map. It shows you where you are now and where you want to go. It will show you the best route to get there and guide you through the twists and turns. Whether you are starting your journey, starting a new chapter of your life, or seeking to protect what you have created, I can help guide you along the way with sound, objective financial advice.
HOURLY
PLANNING
For clients without ongoing needs or those who feel comfortable managing their finances on their own.
COMPREHENSIVE FINANCIAL PLAN
For clients who would like to have a personalized financial plan created for them, without any ongoing services.
ONGOING FINANCIAL PLANNING
For clients who would like ongoing financial advice and planning services.
INVESTMENT MANAGEMENT
For clients who would like investment management services in addition to Ongoing Financial Planning.
ACHIEVE A PATH TO FINANCIAL PEACE OF MIND
Who We Help
At Pacific United Planning, I focus on helping clients regain control over their finances in order to live life to the fullest. No matter what stage of life you are in, what job you hold, or what dreams you may have, I can help you navigate the challenging terrain of today’s uncertain financial world and develop personalized solutions.
- Am I covered by CSRS or FERS?
- What are my options once I reach the mandatory retirement age?
- Does the Windfall Elimination Provision affect me?
- Which funds do I choose in my Thrift Savings Plan (TSP)?
- How much will I receive from CalPERS/Los Angeles Fire and Police Pensions (LAFPP)?
- How does the DROP plan work?
- Which funds do I choose in my Deferred Compensation Plan (457)?
- Am I spending too much?
- How much will I receive from CalPERS/Los Angeles Fire and Police Pensions (LAFPP)?
- How does the DROP plan work?
- Which funds do I choose in my Deferred Compensation Plan (457)?
- Am I spending too much?
- What is the best way to manage my cash flow?
- Should I set up a SEP IRA, SIMPLE IRA, or 401(k)?
- Am I prepared for large unforeseen expenses?
- How can I balance saving and reinvesting into my business?
- How much will I receive from CalSTRS when I retire?
- Am I eligible to receive Social Security benefits?
- How do I manage cash flow during the summer months?
- What is the difference between an annuity and a custodial 403(b)?
- How much will I receive from CalSTRS when I retire?
- Am I eligible to receive Social Security benefits?
- What do I need to do to financially prepare for my sabbatical?
- What is the difference between an annuity and a custodial 403(b)?
IT ALL STARTS WITH YOU
HOW WE HELP
Understand
I take the time to learn about what’s important to you and your family. I analyze the challenges you face now, and those you expect to face in the future.
Design
I review and analyze the information you share with me and design solutions that help you succeed. I present my plan to you, as well as the advantages and disadvantages of your choices.
Implement
I execute your customized strategy using the extensive tools I have available. I walk you through the process and make it as easy as possible.
Guide
I provide ongoing guidance and support to help you stick to your plan. I monitor your progress and recommend changes as needed.
Client Access
