David Stern Email & Phone Number

Doing right by his clients, is what David truly loves. With over 7 years of experience in the financial service industry, David has honed his skills in providing comprehensive financial guidance to his clients. He takes the time to understand his clients’ goals and aspirations and tailors’ investment plans to help them achieve their unique goals. Whether it is planning for retirement, saving for generations, or growing or selling your business, David has the knowledge and experience to help navigate the complex and confusing world of the markets and finance for his clients. David continually works with you. He understands the importance of continuous learning and dedicates time to study the market, analyzing trends, and identifying potential opportunities for his clients. By staying ahead of the curve, David can provide informed advice and make strategic recommendations that align with his clients’ financial goals and objectives. He strives to not only provide informed advice, but for his clients to understand and comprehend each recommendation. While David is passionate about his work, and his clients, he also values the importance of maintaining a healthy work-life balance. In his spare time, he prioritizes spending quality moments with his family, cherishing the joys of parenthood and creating lasting memories. Additionally, he actively volunteers in his community and recognizes the significance of giving back and making a positive impact beyond the financial industry. This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WY only. CA Insurance License Number: 0L05625./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  University Of Southern California

  Bachelor Of Science