David
Aizuss
Slp Wealth
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About this Advisor
David Aizuss is a financial advisor based in La Mesa, California, working with Slp Wealth. David has previously held positions at Slp Wealth, Student Loan Planner, United Mortgage Lending LLC, Prospect Financial Group Inc, Powell Banz Valuation, LLC, Rtr Services, Doctible, Rivercity Rock Star Academy, and Willamette University. David has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, David is part of Slp Wealth, which operates out of La Mesa, California. The firm has 15 offices and 24 employees. The firm manages assets totaling $9.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Slp Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Slp Wealth Brokerage Details
$8,956,250
24
230
$38,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Aizuss Work History
Slp Wealth
Student Loan Planner
United Mortgage Lending LLC
Slp Wealth
Prospect Financial Group Inc
Powell Banz Valuation, LLC
Rtr Services
Doctible
Rivercity Rock Star Academy
Willamette University
Disclosures
Please visit the SEC profile of David Aizuss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Slp Wealth
Dayton, OH
Durham, NC
Newport News, VA
Durham, NC
Chicago, IL
San Diego, CA
Durham, NC
Marina, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
