About David De Koekkoek, Cfp
David De Koekkoek, CFP, is a financial planning firm based in Ontario, California, specializing in investment management and retirement planning services. The firm focuses on helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a commitment to client education and transparency, David De Koekkoek provides tailored advice to individuals and families, ensuring they are well-informed about their financial decisions. The firm emphasizes a holistic approach to financial planning, considering all aspects of a client's financial life, including investments, taxes, and estate planning. David De Koekkoek, CFP, aims to build long-term relationships with clients, guiding them through various life stages and financial challenges.
Company facts
- Industry
- Investment Management
- Sub-industries
- Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, Tax Planning
- Location
- Ontario, United States
- Employees
- 1–10
- Revenue (USD)
- 1–5M
- Founded
- 2015
Products and services
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