Creative Strategy Design

What if you could have a personal strategy that was designed to meet your unique needs, dreams, and goals.

Financial Planning We help tailor make a creative plan that you are comfortable and confident with that allows you to retire on your terms, not when the market dictates. There’s a myth that retirement is an age and not a financial number. We walk with you and design income strategies for your retirement. Whether your retirement involves attaining a certain lifestyle, spending more time with family and friends, repurposing your time to better serve your community, or leaving behind a meaningful gift for loved ones, we work with you every step of the way.

There are two systems of taxation in our country: one for the informed and one for the uninformed.

Tax Strategies We help you keep and grow your wealth through strategies that balance your investments and your tax strategies. The more we can help you assess and manage your tax exposure, the more successfully you can prepare for any tax liabilities that may impact your wealth management goals.

We believe in relationships, not transactions – putting people at the center of winning solutions.

Management Services we provide you with a single point of connection for defining, refining and pursuing the financial strategies you need in every stage of growth for you and your loved ones. Whether you are managing the finances for your business or for your family, streamlining the process and remaining proactive is essential. We walk with you at every step to ensure you have the guidance you need to make sound decisions with confidence.

David Mersereau is focused on meeting the financial and retirement needs of others through implementing financial strategies, coordinating estate planning, securing college funding and guaranteeing your insurance needs are met.

Click here to contact David and setup a consultation.

Come Visit Us in the Historic Downtown Haberfelde Building


1700 Chester Ave, Bakersfield CA 93301