5000 Executive Parkway, Ste 420 San Ramon, CA 94583
David Thailing is a comprehensive, fee-only financial planner who began his career in the finance industry in 1993. He has experience with all phases of comprehensive financial planning including customized financial plan design, investment planning, retirement and income planning. He offers objective and strategic advice designed to help his clients accumulate, retain and transfer wealth. He begins by learning about his clients’ financial aspirations then applies his unique insight to create a financial plan to help them towards achieving those goals.