David Duttenhofer (CFP®)

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

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

“Fee Only” Comprehensive Financial Planning for individuals, families and small business.
Our priorities:
1.Integrity
2.Experience-41 years in financial services
3.Service

Additional Information

David enjoys helping people understand their current financial position and show how that position will grow, evolve, and work to fund a lifetime retirement or a current goal.
 
 
 
 
 
 
 


 



NAPFA Start Date

August 21, 2006

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This Office

1100 S Coast Hwy Ste 210A Laguna Beach, CA 92651-2975 Phone: (949) 494-6820 Fax: (949) 340-2037