David Balfour

David Balfour

Financial Advisor

  • RICP®
  • CFP®
FINRA BrokerCheck
1925 Palomar Oaks Way, Suite 105
Carlsbad, CA 92008
760-795-5244 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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