About

At Daley Financial Planning, we provide financial solutions for you or your business. Our firm has experience working with real estate professionals that face the unique challenges that come with fluctuating income. As a fiduciary, our process begins with understanding you and your unique situation. Gain peace of mind knowing you have the planning and solutions in place to help you achieve your goals. Our comprehensive approach includes analysis of: cash flow, debt, taxes, insurance, investments, education, retirement planning, employer benefits, and business strategies. Contact David Daley for a free consultation.

David grew up in Southern California, where he still lives today with his wife and three children. His early career was spent doing kitchen and bath remodels with his father or repairing and replacing roofs. He went on to work in the metal industry before following his passion for financial planning. Years working in the trades and in the metals industry taught him the value of hard work, and the value of working with great people. David knows that running a business is more than a full-time job and strives to help clients increase their chances of success, avoid pitfalls, and brings peace of mind by facilitating effective financial decisions. In his free time David enjoys cooking, listening to podcasts or audiobooks, and spending time with his family site seeing and enjoying local Southern California attractions.