Capital Waypoint

Juran Wealth Management Inc. in Monterey emphasizes the importance of establishing a strong personal connection with their clients. They believe that trust and comfort with their financial advisors are just as crucial as the quality of the advice provided. Generated from their website's infomation

David Slater joined First Command Financial Services as a Financial Advisor in April 2015, following a 10-year career in the United States Army, where he attained the rank of Staff Sergeant. David understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. David has a Bachelor’s degree in International Relations from UC Davis and an Associate’s degree in Arabic from Defense Language Institute. He holds Series 7, 66 securities licenses plus life and health insurance licenses in CA. Understanding that the biggest obstacle to financial security for most people is their own behavior, David serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. David will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, David is a member of VFW Post 8762 and Secretary on the Board of Directors for Enabling Peace in Iraq Center - an independent, D.C.-based 501(c)3 which is committed to lasting peace and empowering communities in Iraq and Iraqi Kurdistan. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Evanson Asset Management is a boutique financial firm based in Monterey, CA, specializing in personalized wealth management services for high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, Evanson Asset Management aims to help clients achieve their financial goals and secure their financial future. Generated from their business information