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David Ross, CLTC
Financial Services Professional
Contact David
415.743.1013
dbross@financialguide.com
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Through trusted, long term relationships, I help families, individuals and business owners develop a strategy for their financial future. By taking a holistic approach to financial services, we help our clients develop a sound, comfortable road map to their financial destinations. Specific areas of focus and expertise include: Protection Strategies, Tax Reduction Strategies, Retirement, Estate Planning, Education Tuition Strategies, Investment and Asset Allocation Strategies, Business Succession Strategies, 401(k) and Pension Management, and Benefits Design and Management.
Experience
David is currently a Financial Services Professional with True North Financial Group. He has been in the Financial Services business since 1994. In the past David was a stock broker and managed over 25 million in private money at McClurg Capital Corporation in San Rafael for over 20 years.
Education
1994: BS Finance, University of San Francisco, San Francisco, CA
FINRA Registrations: Series 7, Series 65, Series 66, CLTC
Personal
-Married with 2 wonderful children
-Resides in Marin County
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Financial Seminars
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Sonoma County Grange Credit Union provides members access to financial seminars through David Ross of True North Financial Group. Let David help you achieve your financial goals. Through a series of seminar events, you can gain the knowledge you need to build your financial health for your future.
Refer to this page often to view upcoming events. |
To accommodate everyone, we ask that you make a reservation if you wish to attend one of our seminars. To RSVP, contact
tmullaney@financialguide.com or call 800-396-5787 |
2012 Events and Seminars |
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You may reserve a seat for this event by contacting (707) 584-0384
• NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
• NOT FDIC OR NCUA INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY ANY BANK OR CREDIT UNION
• MAY GO DOWN IN VALUE
Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel on specific legal and tax matters.
Estate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will out perform a non-diversified portfolio or that diversification among asset classes will reduce risk.
David Ross is a registered representative of an offer securities through MML Investors Services,LLC, member SIPC www.sipc.com . Supervisory office, 2121 N. California Blvd., Ste 395, Walnut Creek, CA 94596 (925) 979-2300. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. True North Financial Group and Sonoma County Grange Credit Union are not subsidiaries or affiliates of MML Investors Services LLC or MassMutual.
I am licensed to sell insurance in the following jurisdiction, CA, MD, OR, TX. I am licensed to sell securities in the following jurisdictions, CA, MD, OR, TX. I cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business.
David Ross CA Insurance Lic# E58716.
Securites offered through MML Investors Services, LLC. Member FINRA (www.finra.org).
Supervisory Office: 2121 N. California Blvd. Suite 395 Walnut Creek, CA 94596, 925-979-2300 CRN201503-170110
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"MYCOOP" (692667) 
