Ion Financial Services

A True Local Resource. The Retirement & Life Guy.

Those are some of the names people ascribe to David over the years. David has built his practice with a focus on tomorrow instead of today. David’s tagline is Retirement Solutions for Life.

David is a member and past President of NAIFA Central Coast. (National Assoc. of Insurance & Financial Advisors) David has earned the FSS (Financial Service Specialist) and LUTCF (Life Underwriter Training Council Fellow) from The American College.

David started an independent insurance and financial service firm that offers him the flexibility to offer hundreds of products and services at competitive rates. With an emphasis on Life, Long Term Care and Retirement we can help you whether you’re in the accumulation phase, the distribution phase or the wealth transfer phase of life. David understands everyone wants to maintain their independence as long as possible and here is here to help you do exactly that.

If you would like a free review of your current policies and investments please give David a call.