Dave Klenske Email & Phone Number

P 760-692-2202 E dave.klenske@lpl.com 2888 Loker Ave #316 Carlsbad CA 92010With more than 33 years as an investment advisor, I am committed to providing my clients the highest level of professionalism and personal service. I serve my clients financial interest through hard work and a common-sense approach to investing for retirement. I am devoted to addressing the unique needs and objectives of each client while concentrating on managing the level of risk and preserving capital. I am focused on building client relationships based on mutual trust and respect.I began my career in 1987 as a financial consultant with Merrill Lynch. Before I formed DK Financial I was a Senior Vice-President with Prudential Securities.Originally from Chicago, I have lived in San Diego since 1987. I earned my bachelor's degree in Business from the University of Southern California. I spend most of my spare time with my wife Kelly and son Stephen going to his baseball games and practices. I still enjoy playing golf when I get a chance.Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. To strive to be the best possible advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their experience to work for you, please let me know."I understand and appreciate the tremendous trust you place in me, and the importance of your decision to use my financial planning services to help you pursue your goals."

Listed skills include Financial Planning, Asset Allocation, Retirement Planning, Fixed Annuities, and 7 others.

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  Independent Business Owner

  Dk Financial

  May 2005 - Present - Carlsbad

  I am a full-service financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe you will be better able to identify your goals and make sound decisions to help you focus on them by providing sound financial information."Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.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.