We have served the Inland Empire with personalized financial advice since 1993. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our team approach adds perspective to all we do and provides increased benefits to our clients.
Investment Advisor Representative
David Forbes Massongill is a lifelong resident of Yucaipa, CA. He has been an investment representative since 1993 focusing primarily on the personal retirement market in the Inland Empire.
David holds securities licenses series: 6, 7, 24, 51, 63 and 65 and offers both fee and commission based advice to suit his client’s individual needs. He is also life insurance licensed in the State of California (CA Insurance Lic. 0B30168).
David takes a personalized and detailed approach to his clients by completing an in depth client questionnaire and analysis for each individual and then translating this into a plan to provide practical solutions and education to help clients reach and understand their individual goals.
David attended BIOLA University on an academic scholarship where he graduated Cum Laude with a degree in Business Administration with an emphasis in marketing in 1993. Upon graduating college, David joined an independent investment firm.
David is married to his wife Stefani and they have three children, Emily, Robby, and Elizabeth. In the past, David served 4 years on the elder board at First Baptist Church of Yucaipa and 12 years on the board for Inland Leaders Charter School. David and his family currently attend Wildwood Calvary Chapel in Yucaipa. In his spare time David enjoys, fishing, painting, remote control scale gliders, and off-roading adventures.
Ronald L. Mitchell has been a CPA in Yucaipa and Redlands since 1978 specializing in taxes. It is helpful to have Ron's tax experience and staff at our clients disposal to give a full picture as to how taxes effect our clients investments. In addition, Ron holds a series 6 and 63 license and is also life insurance licensed in the State of California (CA Insurance Lic. #0730729)