Dori  Ben-David,  CFP<sup>&reg;</sup> - Financial Advisor

Dori Ben-David, CFP®

Financial Planner

Ben-David Financial Planning

267 Grand Street
Redwood City, CA 94062
(650) 274-3739

General

Dori Ben-David is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ben-David Financial Planning in Redwood City, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement

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Helpful Financial Planning Resources