whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-
Questions? Need help?
Book a Concierge!
Concierge plug ana
Cropped dave penniall portrait

David Penniall

AIF®, CFP®
Penniall & Associates, Inc.
Pasadena, CA
Penniall & Associates provides comprehensive wealth management services to meet client specific needs, including asset management, retirement plans, insurance services, comprehensive financial planning, tax & estate planning, real estate needs, and college planning.
Score:
--

Meet David

598195575 200x150
Introduction - Dave Penniall
598196832 200x150
Financial Planning - Dave Penniall
598196267 200x150
The Living Plan - Dave Penniall
Video Transcripts

David began his financial services career in 1982 following an undergraduate degree from UCLA and seven years of professional baseball. David earned licenses in securities, insurance, real estate and then in 1985, his CERTIFIED FINANCIAL PLANNER™ professional certification. In 1997, David started Penniall & Associates, where he has provided comprehensive financial services to a wide range of individuals, corporations, small businesses, self-employed persons and professional athletes. He also is a…

David began his financial services career in 1982 following an undergraduate degree from UCLA and seven years of professional baseball. David earned licenses in securities, insurance, real estate and then in 1985, his CERTIFIED FINANCIAL PLANNER™ professional certification. In 1997, David started Penniall & Associates, where he has provided comprehensive financial services to a wide range of individuals, corporations, small businesses, self-employed persons and professional athletes. He also is a Registered Principal with United Planners.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Commission-based
Fee & Commission
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary®

Education

Bachelors
Spinner Loading...