Commonwealth Financial Network - David Roggenkamp | Financial Planning in Larkspur, C
Office of advisor David Roggenkamp, ChFC®
You’ve got big plans.
With years of experience, we’ll help make them a reality.
Your financial future is in good hands.
What matters most when it comes to managing your wealth and planning for retirement? You need access to a wide range of products and services and an advisor with years of experience who offers extensive knowledge and advice you can trust.
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Accumulation planning
Together we’ll address your investment needs, asset allocation, and securities options to find the risk/return scenario that is most comfortable for you.
Retirement planning
We’ll create a strategy that will help ensure your desired retirement lifestyle, identify opportunities for growth and tax-efficient distributions, and enabling you to leave assets to the next generation.
Estate planning
A coordinated master plan enables the management of your property during life and its proper distribution at death, giving you more control over your assets, and allowing for the transfer of wealth at the lowest possible cost.
Risk management
To mitigate financial and other losses, we’ll identify your potential sources of risk, plan to avoid or minimize exposures, and employ insurance planning as your last line of defense.
Business planning
For business owners, we’ll design a plan to manage your most significant asset throughout its life cycle, so you can tap its value to support your retirement or to support your family at your death.
Tax planning
Considering the tax implications of individual, investment, or business decisions, we’ll help you minimize your tax liability with year-round planning that accounts for life events.
With Commonwealth, you have the strength of a powerful network on your side.
We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, one of the largest independent Registered Investment Adviser–broker/dealers in the nation, gives us invaluable resources, experience, and expertise that assist us in fulfilling that promise.
Independence
Unlike some advisors, we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies.
Research
We have access to knowledge that spans the breadth of wealth strategy and enables timely insight into market opportunities, so we always have our finger on the pulse of financial markets.
Partnership
Building long-term relationships is our priority, so we start by taking the time to understand our clients personally and then carefully chart a course for your financial journey.
Technology
Through Commonwealth’s sister firm, Advisor360°, we provide a first-class technology platform that gives you 24/7 access to your investment information and worldwide financial markets.
No matter where you are in your financial journey, we’re here for you.
We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you’d expect from a full-service wealth management consultant, along with powerful technology and outstanding service.
The Commonwealth Mission
Commonwealth Financial Network® was founded with the objective of creating an open and supportive environment and providing everything its advisors need to serve their clients. That aim is as clear today as it was when the firm first opened its doors in 1979.
The culture Commonwealth has created over the years, along with the dedicated, friendly support it provides, is one of the reasons we chose to partner with the firm—and why you can always expect to receive the prompt, attentive service you deserve.
Indispensable Service
Commonwealth works tirelessly to ensure that we can run our practice our way, and they’ve delivered for more than 40 years.
Financial Strength
The Commonwealth community boasts the highest gross revenue per advisor among independent broker/dealers, per Financial Advisor in April 2021, with an average of $814,075.
Personal Development
Commonwealth has notched “Best Place to Work” by publications such as Boston Globe and San Diego Business Journal. If a business is only as good as its people, our practice—and you—are in good hands.
Giving Back
Philanthropic partnerships that have endured for decades or random acts of kindness—serving the communities where we live, work, and visit is more than what Commonwealth does, it’s part of who they are.
Fun
Commonwealth does what they love, with people they love, for advisors and clients who share their values.