First Point Financial Management is an independent wealth management services firm providing personalized asset management, financial planning and liability management. Together, we will use our complimentary skills and combined 50 years of experience to help you build wealth and accomplish your life goals.
David M. Mizrahi, President and CEO: 818.436.6665, firstname.lastname@example.org
David brings 30 years of extensive experience in investment management, estate planning and liability management for individuals, corporations and retirement and profit sharing plans. Throughout his career, he has been recognized for his commitment to his clients, his integrity and his ethical business practices.
David focuses on an exclusive group of clients in an effort to ensure he is providing the highest level of service. From the start of the relationship, he develops a full understanding of the current and future needs of his clients and their families. David likes to provide his clients a personal touch and will often develop a personal friendship with them.
For the past 30 years, David has been an advisor with Morgan Stanley Dean Witter, Merrill Lynch and most recently, with Wells Fargo Advisors.