David W. Seery
Financial Advisor at Forum Financial Management, LP
- Role
- Financial Advisor at Forum Financial Management, Lp
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
About David W. Seery
David Seery, CFP® joined Forum Financial Management, LP in November 2018 as a Financial…
Experience
Financial Advisor
Forum Financial Management, Lp
Nov 2018 — Present · Thousand Oaks, CA, US
At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy —getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone’s financial life, we are able to design an investment plan that is built to achieve a client’s short- and long-term goals. That’s what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave, Suite 100, Lombard, IL 60••••••••20).What I post on here is my opinion, not the opinion of Forum.
Education
California State University Channel Islands
B.S. & B.A., Business & Economics
2008 — 2012
Moorpark College
AA in General Liberal Arts, General Studies
2004 — 2008
UCLA Extension
Personal Financial Planning Certification, Financial Planning and Services
2014 — 2015
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