Meet Our Team

Building lifelong relationships rooted in performance and trust.

David Braun Financial & Insurance Services, Inc. is an independent financial 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.

Our mission is to provide strategies for retirement income planning that grow assets while helping to protect against losses from market volatility, taxes, inflation, long-term health care needs, longevity risk, “order of returns” risk and other uncertainties of life.


David D. Braun

President and Financial Advisor

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Mark J. McMahon

Financial Advisor

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Cindy Posada

Director of Client Services

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Stephanie Arp


Kelli Garfield