Phone Number: (650) 327-9325
Email Address: firstname.lastname@example.org
535 Middlefield Road, Suite 140
Menlo Park, CA 94025 United States
David Sasson is a Financial Advisor with Zuk Financial Group and is located in Menlo Park, California. A Registered Representative with LPL Financial, David holds FINRA Series 7, 63 with LPL Financial and 66 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, David represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, David offers both institutionally managed programs to his clients as well as fee-based consulting.
David is an enthusiastic financial professional who seeks to establish a strong client partnership and is committed to maintaining the strength of that partnership from generation to generation. David is very conscientious of the unique needs and goals of each of his distinctive clients, and is thorough in analyzing the information necessary to help construct a successful financial plan for each one.
David graduated with a degree in Business Economics from the University of California, Santa Barbara. David’s first opportunity in the financial services industry came with a position in investment finance in New York City for 3 years, before he moved back to the Bay Area to work for Zuk Financial Group in 2008. David currently resides in San Francisco and loves to watch and participate in baseball, football, basketball, hockey, and golf, and pretty much anything else that involves a round object and a group of people.
CA Insurance Lic. #0G38787
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
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