Financial Advisor

30 Minutes can change your Financial Life.

We offer members a complimentary financial review- no strings attached! Our mission is to help you reach your financial goals whether that includes planning for a comfortable retirement, your child’s education or even a trip around the world. It’s never too late or too early to get started.

Meet David Elster CFP ®, Financial Advisor registered through CUSO Financial Services, L.P. (CFS)

David believes there is no “rule of thumb” when it comes to planning for life goals.  Any such plan requires considerable thought and planning.  As a CERTIFIED FINANCIAL PLANNER ™ professional, he is committed to working with individuals and families to define and refine financial goals and preparing actionable plans to meet those goals.

David is a graduate of the University of California, Los Angeles and has over 18 years of finance experience including the most recent 8 as a Financial Advisor.  David obtained his CFP® designation in 2015.

He holds his Series 7 and 66 through CFS.  David also holds his Life and Variable Insurance and Annuity licenses.

David Elster, CFP
Financial Advisor
CUSO Financial Services, L.P.
Phone: 858.805.7949