Best Financial Consultant Garden Grove Near Me

4worldlovers: ​David Tipple is a Financial Advisor with over 18 years of financial services experience, focusing on Retirement and Investment Solutions. He can provide the guidance you need to help manage, grow, and protect your assets.

With each stage of life comes new goals and changing financial needs. Through a spectrum of carefully selected investment options, he can help you make informed decisions about your unique situation and goals.

David holds his Series 7 and 63 investment licenses as well as his California Life and Health License.

4worldlovers: As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.

Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:

1. Helping them set specific and meaningful goals that are aligned with their values

2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals

3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan

4. Making strategic adjustments in their plan as their circumstances and goals evolve over time

I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.