First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey, California

Address: 200 Camino Aguajito Suite 201, Monterey, CA 93940.
Phone: 8316498772.
Website: advisor.firstcommand.com.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

Location of First Command Financial Advisor - David Slater, RICP®|CFP®

First Command Financial Advisor - David Slater, RICP®|CFP® is a financial planner located at Address: 200 Camino Aguajito Suite 201, Monterey, CA 93940. You can reach them by phone at Phone: 8316498772. Their website is Website: advisor.firstcommand.com.

Specialties:
David Slater is a financial planner, dedicated to helping individuals and families achieve their financial goals. With his expertise as a RICP®|CFP®, he provides personalized financial planning services, including retirement planning, investment management, and estate planning.

Other points of interest:
The location is wheelchair accessible with an entrance, parking lot, and restroom. Appointments are recommended.

Opinions:
According to Google My Business, this company has 5 reviews with an average rating of 5/5.

Recommendation:
First Command Financial Advisor - David Slater, RICP®|CFP® is an excellent choice for those seeking professional financial planning services. Their expertise, personalized approach, and commitment to accessibility make them a top choice. If you're looking for a financial planner, we highly recommend visiting their website at Website: advisor.firstcommand.com and scheduling an appointment today.

Reviews of First Command Financial Advisor - David Slater, RICP®|CFP®

First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey, California
Jim Stembridge
5/5

David is always very friendly, personable AND knowledgeable. I always trust his advice, and I know that he has his client's best interests at heart.

First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey, California
Michelle Chen
5/5

David has helped me for years with my plan and company benefits. He has helped me understand how/when to buy my company’s Incentive Stock Options, and during Covid he helped me with a perfectly timed Roth conversion.

First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey, California
joan stembridge
5/5

Very helpful friendly a great experience. Really knows his stuff

First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey, California
Peter Skarlatos
5/5

Great team and David is a long time advisor 7 years for me. Trustworthy and open.

First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey, California
Kade Forrester
5/5

Very knowledgeable and thorough. Explained the complete process to ensure we were educated and comfortable with our decisions.

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