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David A. Perry, CFP®

David A. Perry is a CERTIFIED FINANCIAL PLANNER™ Practitioner that has been providing investment advice and financial service to individuals and businesses in the Seal Beach area for over 25 years with LPL Financial. Regarding his years with LPL Financial, David states; “I am so proud to be affiliated with LPL Financial, because of their independent bias. We have complete freedom from proprietary products which means in our business, the client comes first. The bottom line is we do what is best for the client.” David completed his undergraduate degree in Business at Cal State University Long Beach and received his CERTIFIED FINANCIAL PLANNER™ designation from the University of Southern California.

David is in the business of helping his clients address all their financial challenges. He does this by using a total wealth management approach. Where while each area of a client’s portfolio is individually important, managing them all collectively can generate one of the most vital considerations in his clients’ overall financial success.

David’s approach can help clients invest conservatively, reduce their exposure to taxes, meet their insurance needs and provide a plan to successfully transfer wealth to children and grandchildren.

Additionally, David is a member of the Elite Peak Coaching & Training Program for Advisors, which focus on a wide spectrum of practice management, services and tools to successfully service their clients.

David, his wife, Cheryl, and their two daughters, Laura and Kelly, make their home in Long Beach, CA. David enjoys spending time with his family, running and surfing. He and his wife also love to travel and take long evening walks.