David Scharff Email & Phone Number

For almost ten years, I have helped my clients prioritize protection, financial security, college savings, retirement, long term care, and estate preservation, etc., to insure that the money is there to protect themselves, their loved ones, and their businesses. I help business owners, professionals and families manage expected and unexpected risks, organize their assets and have peace of mind.Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and various other independent unaffiliated insurance companies in the states of California and Oregon. CA lic. # 0689910.Additionally, I am a Registered Representative of and offer securities products and services through NYLIFE Securities, LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside of California.Silver Transitions Financial & Insurance Solutions2230 Bywood DriveOakland, CA 94602(510) 282-1690Neither Silver Transitions Financial & Insurance Solutions nor New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Silver Transitions Financial & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates.Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Listed skills include Retirement Planning, Financial Services, Estate Planning, Lifetime Income Strategies, and 14 others.