TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

David Koch CFP

David Koch CFP

Halbert Hargrove

111 W Ocean Blvd Fl 23, Long Beach, CA

90% Trust Score
Compensation
Fee Only
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Planning

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