Each weekday morning at about 6:40, 7:10, 7:40 and 8:10, David hosts UPN 31's "On The Money" reports... providing Good Day Sacramento viewers with timely business news, stock market updates and investment insight.With many years of experience as a Portflio Manager and Financial Planner, David is a Vice President - Investment Officer with Wachovia Securities, where he heads the Loeffler Wealth Management Group. From their Sacramento and Roseville offices, David works with individuals, as well as businesses, to provide a broad array of financial services, including professional money management and retirement planning solutions.
David also assists clients with comprehensive financial planning, to include reviews of estate, retirement, investment, tax and education funding goals. He personally manages portfolios of stocks, bonds, mutual funds and annuities, along with providing life, disability and long term care insurance as needed. David also enjoys answering investment questions, as well as working with new clients. He can be reached at Wachovia Securities at the e-mail link or phone numbers below.
A native Sacramentan, David earned his degree at California State University - Sacramento, has received advanced education in Investment Management and Financial Planning, and continues to pursue additional course work. David's extensive background and broad experience enables him to offer valuable insight into the world of Wall Street through his daily "On The Money" reports.
You're Invited!
Attend the next "On The Money"
Investment Success Workshop:
"Social Security and Your Retirement:
How Will Social Security Impact Your Future?"
Featured Guest Speaker: Susan Kost,
US Social Security Administration
Retired or not, prepare today for a more secure
tomorrow by learning about:
**Eligibility for Benefits: Retirement, Survivorship
and Disability
**The Future of Social Security: Will it Be There For Me?"
**Factoring Social Security into Your Retirement...
and Much More!
Where: Lodi... Tuesday, October 1st or
Sacramento... Wed, October 2nd
Seating is limited - Call Antoinette for Details and
Reservations: (916) 491-6363 or (800) 877-7783
or, Email: OnTheMoney@WachoviaSec.com
You can contact David Loeffler by calling (916) 491-6363 or (800) 877-7783. You may also email him at onthemoney@wachoviasec.com or by clicking on the link below.
E-mail David