Your financial future is too important to leave to chance.

For more than 25 years, David Braun Financial & Insurance Services, Inc. has been working with friends and neighbors throughout Southern California to help them work toward their financial goals through the use of insurance and investment products.

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A Word From Our President

“It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest.”

- David Braun, Founder & President

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One stop. Many options.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy. Click the links below to learn more about our services.

Now available through Amazon!

Questions about retirement income planning? Request one of our guides!

It is important to feel you have control over your future, especially with regard to income in retirement. At David Braun Financial & Insurance Services, Inc., we offer our experience and knowledge to help you design your own strategy for greater financial independence in retirement.