Meet David Doerr
David B. Doerr consults with professionals, business owners, and accountants by educating them on the basics of advanced planning, leading them through a process to identify planning opportunities, and providing them with a team of the country’s top specialists to help them along the way. Ultimately, this allows the best solutions to get done in the most efficient, holistic, and risk-free system available.
David holds the Chartered Financial Consultant and the Chartered Life Underwriter designations. He has been in the financial services industry since 1976, and his professional recognitions include Life Membership in the Million Dollar Round Table, earning both Court of the Table Honors and Top of the Table Honors.
David’s expertise allows him to apply strategies in effectively using the different life insurance products, disability insurance products, and the full spectrum of annuity options to holistic wealth as well as retirement planning.
Holding a Series 65 license, he also is experienced in analyzing the effective use of investment products in this wealth and retirement planning process.
Learn more about Dave and his no-nonsense approach to Retirement Planning:
619 Calle Paula, Solana Beach, CA 92075
Office 858-369-0871 Cell 858-395-4240
