David Wood
Financial Planner helping busy families achieve goals in education, retirement and risk management
- Role
- Wealth Planning Advisor Partner at Open Advisors, Llc
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Planning Advisor Partner
Nov 2007 — Present · Santa Rosa, CA, US
David Wood is a Registered Representative of LPL Financial.My address is 3755 Brockway Blvd,#400, Santa Rosa, CA 95403. Phone number is (70••••••35Assist in areas of Financial Independence, Retirement Planning, Investment Planning and Risk Management (Life, Disability and Long-Term Care Insurance)Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
College for Financial Planning
Chartered Retirement Planning Consultant, In depth knowledge of retirement planning for accumulation, protection and distribution of assets
2008
The American College of Financial Services
Chartered Financial Consultant, In depth coverage of key financial planning disciplines
1999
The American College of Financial Services
Chartered Life Underwriter, In depth study of insurance needs of individuals, families and business owners
1997
University of Southern California
BS, Exercise Science
1984 — 1988
Skills
- Fixed Annuities
- Securities
- Estate Planning
- Disability Insurance
- Iras
- College Education Planning
- Investments
- Long Term Care Insurance
- 401k
- Risk Management Planning
- Retirement Planning
- Life Insurance
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