Ben-david Financial Planning
Ben-david Financial Planning (CRD# 127450) is a financial advisory firm headquartered in Redwood City, CA. They manage $38,000,000 in 212 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts212ACCOUNTS
Average Account Value$179,245
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Dorete Ben-David (CRD# 4677966) is an Investment Advisor Representative working at Ben-david Financial Planning in Redwood City, CA and has 1 year of experience in the finance industry. Dorete Ben-David has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.