David I. Bacall has been helping people in his community for over 20 years. Having served as a local businessman and volunteer for both ambulance and police departments, he knows a great deal about serving people and helping them meet their Personal and Business goals. "My ideals in sharing my knowledge are highly visible in my client relations. I prefer to educate my clients about their Risk Management options, rather than just selling a product." Bacall stated.
David manages a team of highly educated Professionals. Each member had a specific focus and, together they complemented each other to ensure a well rounded approach to Planning and Risk Management. David is a multi year awarded GAMA award recipient for both the Frontline Leader Award & the International Management Award.
David is proud to have personally been awarded the title of Retirement Planning Specialist based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Program participants have additional training and resources to provide additional support to America's growing baby boomer population. These "At Retirement" individuals are close to or in their retirement years and require an additional level of planning, especially in these turbulent times. David has previously been approved to offer continuing education credits to CPAs and Attorneys in this and other specific areas of expertise.
While his team advises individuals and businesses from coast-to-coast, David currently lives with his wife and two children in Los Angeles. This central location makes it easy for him, and his team, to work with clients throughout the local area and beyond.
David I. Bacall is licensed for Life, Health, Disability and Long term Care Insurance. Products may not be offered in all states. CA Insurance Lic #0E79375