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David Braun Financial & Insurance Services Inc.
400 N. Mountain Ave., #202
Upland, CA 91786
David Braun is an Investment Adviser Representative and Insurance Professional at David Braun Financial & Insurance Services Inc. Braun has more than 25 years of experience in the financial industry, and holds Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) industry designations. Investment advisory services are offered through Resility Financial Inc., a Registered Investment Adviser. Insurance services are provided through David Braun Financial & Insurance Services Inc. CA #0678292
Even hot stock markets eventually cool off, and that could leave those near retirement (and those who recently retired) especially vulnerable.
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