David E. Sweet,  CFP<sup>&reg;</sup> - Financial Advisor

David E. Sweet, CFP®

President

DES Financial Group LLC

3000 E Birch St, Suite 101
Brea, CA 92821
FINANCIAL ADVISOR'S WEBSITE
(714) 572-3620

General

David Sweet is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DES Financial Group LLC in Brea, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Women's Finances

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