Creative Strategy Design

“David listened to what we wanted and needed and met us right where we were at. We were able to help create our own game plan.”
– Tom

Personalized Approach

“We had a peace of mind knowing that we were partnering with a trustworthy advisor who was genuinely invested in our success.”
– William

Tailor Made to Fit Your Budget

“We were given creative retirement income strategies that were tailor made to fit our budget and risk tolerance.”

– Lauren

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