TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr David Ward Seery CFP

Mr David Ward Seery CFP

Lamia Financial Group, Inc.

100 E Thousand Oaks Blvd Ste 200, Thousand Oaks, CA

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

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning

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