David Dulong Email & Phone Number

Experienced financial professional with over 8 years of Financial Accounting and Corporate Finance experience in the Insurance and Asset Management industries. Skilled in areas such as: analyzing financial statements, cash flow analysis, contracts, and client servicing, accompanied by extensive experience with a variety of computer applications, David wanted to have a more direct impact on his peers and found a way to apply his skills in helping individuals solve their financial goals. What most people need for their retirement and meeting their future financial goals are 4 things: An Income, Saving Money, Managing Expenses, and a Strategy. Most people focus on making an Income, Saving Money, and trying to manage expenses. Not realizing they’re lacking a Strategy to provide clarity for their retirement and future financial goals.By understanding each client's unique situation and focusing on what their financial goals and concerns are, with guidance and a good understanding of their financial situation, they can finally have clarity on what they've been having concerns about and how they're going to accomplish their short term and long term financial goals.Have questions? Let's set up a time and see which ways I can help.1-(949) 209-4186DDulong@onepacificfs.comCA License # 4169446David is authorized to conduct life insurance business in California and may be licensed in other states. Financial Professionals cannot conduct life insurance business in states in which they are not licensed. This communication is not a recommendation or endorsement of any product, service, or issuer. Third party posts do not reflect the views of David and have not been reviewed for completeness and accuracy. All further communications from this Financial Professional must be sent from and received by ddulong@onepacificfs.com.

Listed skills include Customer Satisfaction, Microsoft Word, Microsoft Excel, Communication, and 13 others.