LPL Financial

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Santa Cruz, CA 95060
+1 (831) 427-3040
http://www.santacruzsecurities.com

LPL Financial is a registered investment advisor based in Santa Cruz, California, specializing in wealth management and tailored financial strategies for private clients and small business owners. Led by independent advisor David De La Rosa, the firm focuses on investment approaches that incorporate tax mitigation to help clients achieve their financial goals and secure their futures.

In addition to wealth management, LPL Financial offers services such as retirement planning, employee retention strategies, and complimentary financial consultations for new clients. The firm prioritizes building lasting relationships with clients and their families, aiming to alleviate financial worries through personalized planning and advisory services.

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5.01 reviews
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Monica B.
10/30/2015

David De La Rosa is an outstanding person and financial planner and investor. I trust not only my own assets to him, but he manages many of my clients and family members investments. He takes his...

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