David de Koekkoek, Cfp, Ea

Overview

David de Koekkoek, Cfp, Ea operates as a sole-proprietorship independent RIA that combines financial planning and portfolio management for individuals and small businesses with ancillary services as an insurance broker and accountant. The firm serves both individual & family clients and some institutional relationships, charging fixed fees and hourly fees rather than asset-based ongoing advisory fees. The practice reports only non-discretionary advisory assets and is not positioned as an ESG investor, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives