David Amann, Financial Advisor

Financial Advisor
David M Amann

CFP®, ChFC®
702 Marshall Street Suite 400, Redwood City, CA 94063opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Employee Stock Options
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Spending Time with Family
  • Reading
  • Chess
  • Social Responsibility
  • Personal Fitness

Team Members

  • Nina Kadera
    Sr. Branch Office Administrator
    FPQP®
  • Johnathan Lam
    Sr. Branch Office Administrator
    FPQP®
  • Shamima Razzak
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(650) 365-3618

Fax

(866) 561-4721

Office Address

702 Marshall Street Suite 400
Redwood City, CA 94063opens in a new window

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