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David Lundberg Wealth in Alignment
Financial & Tax Planner. Yoga & Breathwork Teacher. Marine Veteran. I explore financial planning, tax strategy, retirement, investing, health, relationships, purpose, and the deeper meaning of wealth. My philosophy is simple: true wealth comes from aligning your money with the life you genuinely want to live. David Lundberg, MBA, MSCJ, Certificate in Financial Planning, and Yoga Alliance RYT 200. A flat fee fiduciary financial planner offering one time and ongoing plans. Married for 20 years, kids and dog. Headquartered in Cary, North Carolina and Arizona. Serving clients nationwide virtually where appropriately licensed. Website: https://awakenfinancialdesigns.com - Awaken Financial Designs LLC | CRD #339725 Content is for educational purposes only and does not constitute individualized investment, tax, or legal advice. Advisory services provided only pursuant to a written agreement and in jurisdictions where registered or exempt.
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구독자 수
1.1천
총 영상 수
632 개
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미국
채널 가입일
2023-06-22
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