Best Financial Planner Costa Mesa CA









David Willett is a Registered Representative with, and securities are offered through, LPL Financial (LPL). Member FINRA/SIPC. Investment advisory services offered through Trilogy Capital (TC), A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity. TC and TF are separate entities fromL PL. Please add your “CA Insurance Lic#” if you hold one. Be sure to use this exact format. Insurance must be in a type size no

smaller than the largest indicated telephone number. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, NV, SC, and TX. Note: this disclosure must be on every page of the website. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Financial, Trilogy Capital or LPL Financial. Trilogy Financial, Trilogy Capital nor LPLFinancial provides tax advice


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