David Persin - RBC Wealth Management Financial Advisor

Services Offered

• Financial planning
• Investment management
• Retirement planning

About

David Persin is a financial advisor based in Walnut Creek, California, providing personalized financial planning and investment management services. He focuses on developing customized strategies to help clients achieve their financial goals and secure their financial future. David's expertise includes retirement planning and investment management, tailored to meet the unique needs of individuals and families. He is dedicated to guiding clients through various stages of life, ensuring they have a solid financial strategy in place.

Reviews

Location

Business Information