Financial Planning Consultants, LLC

David Doolin is a financial advisor with LPL Financial in Santa Cruz, CA, holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial and Financial Planning Consultants, LLC since 2008 and has been associated with Petrinovich Pugh & Company, LLP since 1992. Doolin is also a partner in a certified public accounting firm, where he spends 80% of his time. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Edward Davis is a financial advisor with Financial Planning Consultants, LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Integrity Alliance, LLC, Lion Street Financial, and Petrinovich Pugh & Company, LLP. Outside of advising, he serves on the board of the San Jose Chamber of Commerce and volunteers on the audit committee for Bellarmine College Prep. Financial Planning Consultants, LLC provides advisory referral services to individuals, high-net-worth clients, and pension and profit-sharing plans by introducing them to independent third-party investment advisers. The firm does not directly manage client accounts or provide ongoing portfolio management, focusing instead on making introductions and disclosing potential conflicts.

John Kawamoto is a financial advisor at Financial Planning Consultants, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and serves as a managing partner and CPA at Petrinovich, Pugh & Company, LLP, an accounting firm. Kawamoto is also involved in life insurance businesses as a shareholder. Financial Planning Consultants, LLC provides advisory referral services by introducing clients to independent third-party investment advisers. The firm does not manage client accounts directly but facilitates connections and disclosures regarding potential conflicts, receiving referral fees from the advisers it recommends.