David R Mongeau

David R Mongeau [ChFEBC℠]

514 B Street
Santa Rosa, CA 95401

Original Certification Date: 6/22/2017

Organization: Chess Financial

Broker Dealer: IFG

Phone: 707-308-7030
Cell: 207-432-4552

Email: david@chessfinancialplanning.com

States Currently Licensed: CA, ME, VT

CRD#: 4441763

Primary Insurance: Pacific Life, United Health Care, Silverscript, Lincoln, Whatever is best for client

Primary Investment: Blackrock, Individual Bonds (Diverse)

Services: Financial plans, portfolio (investment) advisory broker licensed to sell securities/insurance

Additional Information: Fiduciary standard for all accounts and financial plans