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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
For safety and performance, it could be time to consider including them in your retirement portfolio to diversify your asset allocation.
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