David Droppo
Certified Financial Planner at Three Oaks Advisory Group at Three Oaks Advisory Group
Based in Walnut Creek, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Walnut Creek
Industry
Financial Services
Company size
9
Contact information
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d•••••••@threeoaksadvisory.com
Phone
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Background
About David Droppo
My goal is to help reduce my clients’ stress around complex financial matters and move them comfortably into the next phase of their lives. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation- Comprehensive financial plans - Strategies for managing retirement income & expenses- Divorce financial planning- Asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401K’s and rollovers from retirement plans- Alternative Investment Strategies- Strategies for navigating Social Security and Medicare- Legacy and business succession plans- Strategies for managing financial risk, including life insurance, disability, and long term careI welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at 214 514-6005 or ddroppo@atlaswa.com.While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your accounts.Investment advisory services offered through Atlas Wealth Advisors.
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