David Sasson is a Financial Advisor with Zuk Financial Group and is located in Menlo Park, California. A Registered Representative with LPL Financial, David holds FINRA Series 7, 63 with LPL Financial and 66 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, David represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, David offers both institutionally managed programs to his clients as well as fee-based consulting. David is an enthusiastic financial profe


David Sasson
Financial Advisor
Zuk Financial Group
United States, California, Menlo Park
About Me
Profile Information
Financial Advisor
Zuk Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Menlo Park
California
United States
Jun 24, 2024
More profiles to browse
DB
Daniel Buster
Financial Advisor
OS
Oscar Sasson
Financial Advisor and Principal Advisor
GT
George Tarwater
Registered Investment Representative
Rick Hughes
Financial Advisor and Investment Adviser Representative (IAR)
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University