LPL Financial

At LPL Financial Wealth Management, our team is dedicated to helping private clients and small business owners achieve their financial goals. Led by David De La Rosa, an experienced LPL Financial Advisor, our mission is to provide personalized wealth management services tailored to each individual's unique situation.

What We Do

As a trusted financial advisor, David De La Rosa brings a wealth of knowledge and expertise to our clients. With a focus on investment strategies, tax mitigation, and retirement planning, David helps individuals and business owners navigate the complexities of the financial services industry. Our services include:

• Investment strategies and portfolio management
• Retirement planning and income generation
• Tax minimization and estate conservation
• Business exit strategies and succession planning
• Cash management and employee retention
• Insurance and risk management

Team Approach

At LPL Financial Wealth Management, we believe that a team approach can be a powerful tool in helping our clients achieve their financial goals. Our team includes experienced professionals who bring diverse backgrounds, education, and expertise to the table. We take a proactive approach to helping our clients develop a strategy to address their financial goals and objectives, using the most disciplined methods available.

Expertise

As an LPL Financial Advisor, David De La Rosa has helped many individuals and small business owners address their financial challenges and achieve their goals. His expertise includes:

• Determining personal risk-reward profile
• Developing retirement investing and distribution strategies
• Creating tax mitigation strategies
• Conserving estate and retirement assets
• Generating income in retirement

We Can Help You

If you're an individual or small business owner seeking guidance on investing, retirement planning, tax minimization, or estate conservation, we're here to help. Our team is committed to helping you address issues such as inheritance, employee retention, insurance, and risk management. We invite you to explore our services and discover how we can help you achieve your financial goals.

Reach Out to Us

If you have questions, concerns, or simply want to learn more about our services, please don't hesitate to reach out to us. We're here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.