David G. DeKoekkoek,  CFP<sup>&reg;</sup> - Financial Advisor

David G. DeKoekkoek, CFP®

Tax & Retirement Services

2551 S Euclid Ave
Ontario, CA 91762
(909) 467-5433

General

David DeKoekkoek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tax & Retirement Services in Ontario, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Retirement

More

Helpful Financial Planning Resources