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David Bobrowsky

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

About me (self-reported)

I strive to help my clients feel confident about their investments by designing a roadmap that narrows down their concerns, providing objective information about the strategies available to them, and supporting them to make the tough but educated decisions to help them gain control over their finances.

Assisting clients in:
• Retirement Income Planning
• Investment Options and Asset Protection Strategies
• Inheritance
• Charitable Giving
• Socially Responsible Investing
• Long Term Care

Office Location 1990 N California Blvd
8th floor,Suite #867
Walnut Creek, CA 94596

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My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Minimum Assets $500,000 - $749,999 Minimum Income $100K - $149,999 Languages Spoken (self-reported) English

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