David Seery, Financial Advisor at Forum Financial Management

Services Offered

• Retirement planning
• Estate planning
• Charitable giving strategies
• Financial goal setting

About

David Seery is a financial advisor based in Thousand Oaks, California, providing comprehensive financial planning services. He specializes in retirement planning, estate planning, and charitable giving, working closely with clients to help them achieve their financial goals. David emphasizes structure and accountability in his approach, assisting clients in crafting guidelines for spending and strategies for generational wealth transfers. His practice is dedicated to empowering individuals to build financial confidence and be present in the lives of their loved ones.

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