David Klenske

Financial Adviser at Sagepoint Financial, Inc. in Carlsbad, CA

About

Contact
Click for phone number
(760) 692-2202
Address
2768 Loker Ave W Ste 101 in Carlsbad, CA 92010
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Wanda Langley
Answered by David Klenske, Financial Adviser in Carlsbad, CA
Depends on your age, but it seems like you have it taken care of.
Q&A
Asked by an anonymous user
Answered by David Klenske, Financial Adviser in Carlsbad, CA
3 months of expenses is a general guide
Q&A
Asked by an anonymous user
Answered by David Klenske, Financial Adviser in Carlsbad, CA
Depends on how good shape everything is. Roof, AC, flooring, etc. You could spend a lot on repairs.
3

Specialties

  • Annuities
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Credentials

Licenses

Series 7
Series 65

Background

Education

University of Southern California