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Our Products and Services. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Learn More. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Understanding Today’s Financial Environment. How do I know this works? Or call me at (831) 427-3040. Securities ...

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Santa Cruz Securities

David De La Rosa

5187 E●●●●●● Grade

San●●●ruz , California, 95060

United States

831-●●●●3040

831-●●●●3043

DA●●●●●●●●●●●●@LPL.COM

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Santa Cruz Securities

David De La Rosa

5187 E●●●●●● Grade

San●●●ruz , California, 95060

United States

831-●●●●3040

831-●●●●3043

DA●●●●●●●●●●●●@LPL.COM

View this contact

Santa Cruz Securities

David De La Rosa

5187 E●●●●●● Grade

San●●●ruz , California, 95060

United States

831-●●●●3040

831-●●●●3043

DA●●●●●●●●●●●●@LPL.COM

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Our Products and Services. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Learn More. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Understanding Today’s Financial Environment. How do I know this works? Or call me at (831) 427-3040. Securities ...

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Home | David De La Rosa... Registered Financial Advisor | santacruzsecurities.com Reviews

https://santacruzsecurities.com

Our Products and Services. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Learn More. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Understanding Today’s Financial Environment. How do I know this works? Or call me at (831) 427-3040. Securities ...

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santacruzsecurities.com

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Glossary | David De La Rosa, Wealth Management Advisor

http://www.santacruzsecurities.com/tools/glossary

David De La Rosa. Series 7, 63, 65. CA Insurance License # 0B83467. For Life, Health, Disability, Annuities. 38; Long Term Care Insurance. Our Products and Services. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations.

2

Favorite Charities

http://www.santacruzsecurities.com/p/favorite-charities

David De La Rosa. Series 7, 63, 65. CA Insurance License # 0B83467. For Life, Health, Disability, Annuities. 38; Long Term Care Insurance. Our Products and Services. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Money Draining Food Myths. These food myths will really put a drain on your wallet. From Boats to Brokers. From the Dutch East India Company to Wall St., the stock market has a long and storied history.

3

Estate Plan | David De La Rosa, Wealth Management Advisor

http://www.santacruzsecurities.com/resource-center/estate

David De La Rosa. Series 7, 63, 65. CA Insurance License # 0B83467. For Life, Health, Disability, Annuities. 38; Long Term Care Insurance. Our Products and Services. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. Safeguard Your Digital Estate. If you died, what would happen to your email archives, social profiles and online accounts? What Is My L...

4

Interest Rates: How Low Can They Go? | David De La Rosa, Wealth Management Advisor

http://www.santacruzsecurities.com/resource-center/investment/interest-rates-how-low-can-they-go

David De La Rosa. Series 7, 63, 65. CA Insurance License # 0B83467. For Life, Health, Disability, Annuities. 38; Long Term Care Insurance. Our Products and Services. Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now its how long can rates remain at their historic low levels? What Smart Investors Know. Smart investors take the time to separate emotion from fact. Measuring the Value of a Financial Advisor. It’s not just added portfolio returns. There are some s...

5

Some Useful Links

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David De La Rosa. Series 7, 63, 65. CA Insurance License # 0B83467. For Life, Health, Disability, Annuities. 38; Long Term Care Insurance. Our Products and Services. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Events on Wall Street. Can successful investors predict changes in the markets?

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Home | David De La Rosa... Registered Financial Advisor

Our Products and Services. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Learn More. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Understanding Today’s Financial Environment. How do I know this works? Or call me at (831) 427-3040. Securities ...

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Santa Cruz Security Mobile Locksmith Services. Call today for a free consultation 831.419.3235. Santa Cruz Security provides commercial and residential locksmith, access control and security services to Santa Cruz, Monterey and Santa Clara counties. Call us today for a free consultation 831.419.3235. We work with homeowners, property managers, real estate agents and general contractors on all residential door, hardware, and security projects. Call today for a free consultation. Door and Lock Repair.

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