David Stern

Certified Financial Planner

 
 
Professionally … I have been licensed as a Registered Representative of a FINRA Broker Dealer firm since 1988. My current firm is National Planning Corporation. My licenses include those necessary to sell general securities, mutual funds, variable annuities and life insurance, traditional life and health insurance in California. My California Insurance License number is 0725150.
          In 1987, I became a Certified Financial Planner and maintain the continuing education requirements necessary to retain that designation.
          My overall background has influenced my interests in the analytical process to develop solutions to the many questions that arise from financial planning.
 
          Personally … I was born in Los Angeles in 1952. My family moved to Lake Arrowhead in 1965. I graduated from Rim of the World High School, in 1970. I began selling real estate with my family at that time. In 1982 I married my best friend, Nancy. When not caring for animals, Nancy assists me with the administration of our office, I am active in the community as a member of the Mountains Community Hospital Board of Directors. I like to travel and enjoy our quiet time at home in the mountains.

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