Our Qualifications

David Rutledge has  have been working with individuals and businesses in the San Francisco bay area for over 22  years in the area of financial matters..

His  professional designations are EA, CEP, and RFC. ,as well as having a BS and Masters degree. He is a qualified securities representatives and is  licensed to work with a variety of investment and insurance products.

David and his wife Betty recently celebrated their 48th wedding anniversay and have 2 grown daughters and 6 grandchildren. David's spare time is spent working with non profit organizations.

David is dedicated to developing lasting relationships with all of his clients. He believes in helping his clients to assess their  financial goals and participate in the management of their finances.

I look forward to using my expertise to help you pursue your financial goals.