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David Loeffler
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. Women & Investing If you would like free, valuable guidance prepared specifically for women desiring to take control of their investments and their financial future, send an email to the link below, or contact Antoinette at David's office: (916) 491-6363. Complimentary consultations are also available. Free financial literature you may request: "Are you Financially Prepared: Questions Every Woman Should Ask Herself" "Make Your Portfolio As Individual As You Are" "Women & Investing: A Guide To Financial Independence" (Includes a valuable worksheet for determining net worth, cash flow and goal setting.) "Divorce Settlement Worksheet" You can contact David Loeffler by calling (916) 491-6363 or (800) 877-7783. You may also email him at dloeffl@wachoviasec.com or by clicking on the link below. E-mail David |
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