David W. Powell
Founder at Powell Financial Group
Based in Camarillo, United States
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Seniority
C-Team
Department
General Business & Management
Location
Camarillo
Industry
Financial Services
Company size
7
Contact information
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d•••••••@powellfg.com
Phone
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Background
About David W. Powell
As the founder of Powell Financial Group, A Wealth Management Company, I work with clients to develop sound investment strategies that come from in-depth discussions and the ability to form a clear understanding of the unique hopes, dreams, and aspirations of my clients. These discussions synthesize in the formation of an extensive estate, tax, insurance, and/or retirement plan that is molded to each client's investment tolerance and objectives. My team and I are committed to the strengthening of our client's positions through managing diversified portfolios, ongoing monitoring of accounts and consistent client contact. David Powell, CA Insurance License #0716762, and Gustavo Zarate, CA Insurance License #0H16303, and Iris B. Ilao, CA Insurance License #0D10982 are Investment Advisor Representatives with/and offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use:
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