David Scharff

David Scharff Email and Phone Number

Financial Services Professional @ Silver Transitions Financial & Insurance Solutions
San Francisco, CA, US
David Scharff's Location
San Francisco, California, United States, United States
David Scharff's Contact Details

David Scharff personal email

n/a
About David Scharff

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.

David Scharff's Current Company Details
Silver Transitions Financial & Insurance Solutions

Silver Transitions Financial & Insurance Solutions

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Financial Services Professional
San Francisco, CA, US
David Scharff Work Experience Details
  • Silver Transitions Financial & Insurance Solutions
    Financial Services Professional
    Silver Transitions Financial & Insurance Solutions
    San Francisco, Ca, Us
  • Silver Transitions Financial & Insurance Solutions
    Financial Services Professional
    Silver Transitions Financial & Insurance Solutions Jun 2013 - Present
    2230 Bywood Drive, Oakland, Ca 94602
    I joined SIlver Transitions Financial and Insurance Solutions and simultaneously remained a career agent with New York Life so that I could increase the resources offered to clients. My focus on helping families and businesses achieve their financial goals and dreams did not change when I became a partner with Silver Transitions.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Dec 2009 - Present
    425 Market Street, Suite 1600, San Francisco, Ca 94105
  • Adp Totalsource
    District Manager
    Adp Totalsource Apr 2006 - Nov 2009
    Pleasanton, Ca
    Consultative sales of complete human resource outsourcing solutions to owners of small and medium size businesses. President's Club Qualifier.

David Scharff Skills

Retirement Planning Financial Services Estate Planning Lifetime Income Strategies Business Insurance Planning Legacy Planning Life Insurance Strategies Ira Rollovers Thought Leadership Creative Problem Solving 401 Rollovers Licensed In Long Term Care Insurance Wealth Transfer Strategies Business Exit Strategy Buy Sell Agreements Key Person Insurance Supplements To Employee Benefits Gifting Strategies

David Scharff Education Details

Frequently Asked Questions about David Scharff

What company does David Scharff work for?

David Scharff works for Silver Transitions Financial & Insurance Solutions

What is David Scharff's role at the current company?

David Scharff's current role is Financial Services Professional.

What is David Scharff's email address?

David Scharff's email address is dj****@****ife.com

What schools did David Scharff attend?

David Scharff attended Golden Gate University, Trinity College-Hartford.

What are some of David Scharff's interests?

David Scharff has interest in Children, Civil Rights And Social Action, Education, Poverty Alleviation, Arts And Culture.

What skills is David Scharff known for?

David Scharff has skills like Retirement Planning, Financial Services, Estate Planning, Lifetime Income Strategies, Business Insurance Planning, Legacy Planning, Life Insurance Strategies, Ira Rollovers, Thought Leadership, Creative Problem Solving, 401 Rollovers, Licensed In Long Term Care Insurance.

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