Bio 340165250

David Loeffler Each weekday morning at about 6:40, 7:10, 7:40 and 8:10, David hosts Channel 31's "On The Money" reports... providing Good Day Sacramento viewers with timely business news, stock market updates and investment information. David is a Portfolio Manager and Financial Planner for First Union Securities in their Sacramento and Roseville offices. As a Vice President-Investment Officer with many years experience, he currently provides a broad array of investment advice to individual investors and business owners. Along with comprehensive Retirement Planning, including management of IRA’s, 401(k)’s, etc., David also assists clients with their Estate Planning, Education Planning, and Investment Management. He provides personally-managed portfolios of stocks, bonds and mutual funds along with Annuities and Insurance needs, including Life, Health, Disability and Long Term Care. A native Sacramentan, David earned his degree at California State University - Sacramento, and has received advanced education in Investment Management and Financial Planning. He continues to pursue additional course work in the areas of Portfolio Management as well as Estate and Retirement Planning. David’s extensive background and broad experience enables him to offer clients comprehensive planning and investment services, as well as unique insight through his daily “On The Money” reports. Free Educational Workshop for Business Owners, HR Directors & Accountants... "Retirement Plans: The Rules Have Changed!" The fast-changing rules for Business Retirement Plans have changed again! Are your company's benefits up to speed? Come learn more about: **New Contribution, Tax and Rollover Provisions of EGTRRA: The Economic Growth & Tax Relief Reconciliation Act of 2001. **Choosing the best Retirement Plan for your business: 401(k), Simple IRA, Profit Sharing & More! **Maximizing benefits for key employees. **Satisfying "employee investment education" requirements. ** The NEW, low-cost "Uni