David Bland

David Bland, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager

(213) 244-9278




Experience, Dedication and Personal Service

David helps his clients create investment goals and employ strategies that are unique to them. These strategies evolve through all stages of life. As a Certified Wealth Strategist®, David uses custom portfolio management to assist clients with Wealth and Legacy Planning. 

“Trust and understanding are the foundation of my client relationships. Please call me for professional investment advice.”