David Brockway, Financial Advisor

FINANCIAL ADVISOR
David G Brockway

CFP®, ChFC®
2210 Plaza Dr, Suite 100, Rocklin, CA 95765opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances
  • Intergenerational Planning
  • Portfolio Reviews
  • Special Needs Financial Considerations

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Aviation
  • Camping
  • Golfing
  • Outdoor Enthusiast
  • Volunteering

Team Members

  • Misty Palmer
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(916) 780-6380

Fax

(866) 462-9480

Office Address

2210 Plaza Dr
Suite 100
Rocklin, CA 95765opens in a new window

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