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David Braun Financial & Insurance Services, Inc.

David Braun Financial & Insurance Services, Inc. is an independent investment advisory firm serving clients throughout Southern California. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

The Importance of a Trusted Advisor

We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information.

David Braun Financial wants to be your trusted financial professional. We are experienced, responsive and understand your need for integrity and transparency.

Plan for financial independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@dbfis.com or call us at 800-303-8674 today!