David Balfour

David Balfour

Growth and Development Director

  • CFP®
  • ChFC®
  • RICP®
FINRA BrokerCheck
  • CA License: #0I97896

600 W Broadway Ste 600, One America Plaza
San Diego, CA 92101
619-230-8039 Visit my website

About my practice

I have been a San Diegan since 1991, and can't imagine a better place to live with my wife Liesa, and to raise my four children, Payton, Jaxson, Andersen and Hudsen. A University of Kentucky graduate (GO CATS!), I specialize in helping young families like my own plan for their personal and financial futures, and in helping those nearing retirement transition into their next financial stage.

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