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Alan D
Series 66
San Jose, CA
David, Alan R.
Alan David is a financial advisor based in San Jose, CA, with 18 years of industry experience. He holds a Series 66 designation and has operated his own CPA practice since 1981, focusing on tax preparation and consulting. His professional activities include providing accounting services alongside financial planning. His firm, David, Alan R., offers comprehensive financial planning and accounting services, including tax planning, IRS representation, and business consulting. While it is registered as an investment adviser, it does not manage client assets directly and typically refers clients to third-party advisers for investment management.
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