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David Sasson

Financial Advisor

Zuk Financial Group

United States, California, Menlo Park

About Me

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

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Profile Information

Financial Advisor

Zuk Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Menlo Park

California

United States

Jun 24, 2024

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