David Koehler, CFP
Alameda Financial Group
Certified Financial Planner in San Jose, CA
Address:1541 The Alameda Ste A
San Jose, CA 95126
About David Koehler
David Koehler is a financial professional at Alameda Financial Group located in San Jose, California. David Koehler holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Koehler provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Koehler1541 The Alameda Ste A
San Jose, CA 95126
Phone Number:
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Website:
http://www.koehlercpa.com
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