David Bize, CFP®
Providing experienced, knowledgeable financial planning and asset management for individuals, families and businesses since 1999.
We understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to pursuing your financial goals.
We believe that the core elements of financial planning are investment planning, retirement planning, tax planning, estate planning, and insurance/risk management planning which should all be considered together in a comprehensive financial plan. To better serve our clients, we maintain certifications/designations/licenses specializing in the core elements of financial planning including the preeminent designation CERTIFIED FINANCIAL PLANNER™ Professional.
Because we are independent, we have no obligation to sell proprietary products or services, so we can freely recommend only those products and services that are best suited for your financial goals and objectives. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased advice and promise to do so with the highest level of integrity and service.
We offer products and services through First Allied Securities, Inc. and First Allied Advisory Services, Inc. A Registered Investment Advisor. First Allied has approximately 800 affiliated financial advisors and $28 billion of assets under management. First Allied Securities is part of Cetera Financial Group®, one of the nation's largest networks of independent broker-dealers, so we benefit from the strength of our collective size, access to state-of-the-art platforms and expansive resources.