Financial Professionals ProfilesSPONSORED CONTENT
David B. Hurwitz, CFP®, CRPC®, CRPS®, RICP®, APMA®, BFA®
What type of client do you specialize in?
I specialize in clients who are preparing themselves for retirement or currently in retirement with a typical account size between $500,000—$5,000,000. These are often Baby Boomers looking for a straightforward framework to create a sound retirement plan. My professional designations are specific to the planning needs surrounding retirement: strategies for creating retirement income, wealth management and estate planning.
What makes your client experience unique?
I invite you to visit my website where you can view my videos on how I differentiate myself and my practice and our turn-key concierge service, including my practice’s wholistic approach and other relevant topics like
multi-generational planning. Please visit www.davidbhurwitz.com to learn more.
CA Insurance #OE47729
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc., All rights reserved.