Daisy Peralta
Financial and Business Consultant at David Allen Capital, Inc Official
Based in Silver Spring, United States
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Seniority
Manager
Department
General Business & Management
Location
Silver Spring
Industry
Financial Services
Company size
235
Contact information
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d•••••••@davidallencapital.com
Phone
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Background
About Daisy Peralta
Licensed Financial and Business Consulting Professional. Business Funding Broker.I am licensed for health, life, property and casualty insurance to better serve my business and individual clients. Specializing in IULs, FIAs, SEP IRA's, Mortgage Protection, Group Health and other insurance instruments. With almost 20 years as a wellness and tennis coach, I can now help my clients with not only wellness seminars but financial /retirement seminars.Estate Planning, Retirement Strategies and Employee Benefits are other aspects of my business. I am also an independent broker for David Allen Capital, revenue based lending company. Go to my site with them at a former VP of a property management company, with over a decade managing properties, I am well informed in that type of management and investment. I look forward to serving those clients in their insurance and employee benefits needs.
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