David Faulk (CFP®, CPA®)

David Faulk focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Generation X
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

May 29, 2020

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This Office

625 San Gabriel Ave Morgan Hill, CA 95037-5291 Phone: (408) 778-8571