David J. Pinto, CFP^®

ChFC^®

Financial Advisor

Main Street Wealth Group

431 Cleveland St
Woodland, CA 95695

FINANCIAL ADVISOR'S WEBSITE

https://www.ameripriseadvisors.com/david.pinto/

(800) 464-2128

+1 More Number

(530) 668-1833

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$80,000

Investable Asset Minimum

$250,000

General

David Pinto is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Main Street Wealth Group in Woodland, CA and the surrounding communities.

Financial Advisor Overview

I specialize in helping Pre-retirees (5- 10 years before retirement) and Retirees plan for a smooth and successful transition. Help with minimizing market volatility risk with proper asset allocation and balance, planning the right time to retire, when to claim to maximize Social Security, transitioning to Medicare, coordinating withdrawals from 401K, IRAs, Pension plans and other accounts for tax efficiency, Roth IRA conversions, planning for longevity and Long Term care expenses and Legacy/ Estate needs.

Financial Advisor Experience

14 years of experience as a Financial Advisor

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Insurance Licenses

Life insurance: CA
Fixed annuities: CA
Variable annuities: CA

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Personal Taxes