My role as a Financial Planner is to introduce a client to the benefits of strategic financial planning and comprehensive wealth management. To create a properly diversified portfolio, a financial planner needs to look at what is in the client’s best interest.
My philosophy is simple, but effective. Balancing investments helps minimize risk and help maximize potential returns. I work to insure that products are made available to the client to insure financial strength, while assessing risk tolerance. I take the time to educate and explain the details of your plan. I offer exceptional service, while delivering practical advice.
What makes my service offerings unique is in the approach I take with my clients. I believe that investors can achieve better long-term results when working from a written financial plan. My focus is on developing strategies and giving advice for managing short and long term financial goals. I am not big on short-term gains, but instead I like developing a complete financial plan that is both appropriate and comfortable for the client.
I earned my Bachelor’s degree from California State University, Chico in Computer Science with a minor in Finance and post graduate work in Management Information Systems. I have been a licensed CPA for 35 years and have practiced financial planning for the last ten. I hold both the Series 6 and 7 securities registrations offering my clients a full spectrum of service options.
I grew up in the community of Live Oak and currently reside in Grass Valley. My father taught me the skills necessary to succeed in business as I stood beside him learning the skills necessary to succeed. I am actively involved in ongoing training, which provides me with innovative ideas, theories and products to assist you in achieving your financial planning needs.
As your Financial Planner, I will not only help you create a customized wealth management strategy, but will do it with a level of excellence and personal attention uncommon with most other financial advisors. Honesty and integrity are cornerstones in my business.
I am dedicated to helping you achieve your financial goals for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.
LICENSES & DESIGNATIONS
- FINRA Registrations - Series 6, Series 7, Series 63, Series 65
- Insurance Licenses - Life Insurance
- State of California - License # 0C88951
PROFESSIONAL HISTORY
- David C. Behr, CPA
- Financial Advisor, Cetera Financial Specialists LLC
EDUCATIONAL BACKGROUND
- California State University, Chico, CA
- BS in Computer Science with a Minor in Finance, Post graduate work in Management Information Services
PROFESSIONAL ASSOCIATION/COMMUNITY SERVICE
- Charter member of the Yuba City Chapter of LeTip International
- Marysville Rotary Club
- Member AICPA
- California Society of CPA'S
- Treasurer for the Yuba City faction of Smiles For A Lifetime, a Non-Profit Corporation