David J. Koch
Office phone +1 720-506-****
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Homepage http://upstreamip.com
LinkedIn Profile https://linkedin.com/company/dav***koch-c***
HQ Location
United States , Michigan, Wyandotte2333 Biddle Ave, Wyandotte, MI 48192, USA
David provides his clients with over 16 years of experience in the financial services industry. His areas of expertise include , Retirement Planning, Advanced Income Planning, Alternative Investment Strategies and Divorce Financial Planning. He has also completed The Investment Consultant Program at The University of Chicago and has been named Senior Investment Consultant. David also holds the Certified Divorce Financial Analyst (CDFA) Designation. As a CDFA David works extensively with individuals and their attorneys in an effort to examine the financial impact of various settlement proposals and other finance related decisions.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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