Financial Advisor

David Soh

725 N Broadway
Los Angeles, CA 90012
(626) 298-9793

Hello!

David Soh has over 20 years of wealth management experience. David works with individual clients and families as a financial advisor for their investment management accounts. He has a Bachelor of Science degree in Business Administration and Finance from Freed Hardeman University in Henderson, Tennessee as well as Series 6, 7, 63, 65 and Insurance Licenses.

How can I help you achieve your goals?

My Specialties
  • Wealth Investment Management
Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.
 
NON-DEPOSIT PRODUCTS: ARE NOT INSURED BY THE FDIC; ARE NOT DEPOSITS; AND MAY LOSE VALUE.