David J. Pinto, CFP®, ChFC® Financial Advisor
CERTIFIED FINANCIAL PLANNER ™ professional
F: 530.666.1646 | Business Texting: 530.203.6693 CA Insurance License #0E07293
Company Details
Main Street Wealth Group is a financial advisory practice of Ameriprise Financial Services LLC.
Services Provided
I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.
Areas of focus
- Retirement Planning Strategies
- Investments
- Tax Planning Strategies
- Retirement Income Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™
- ChFC® Chartered Financial Consultant®
Education
- Master of Science, St. Stephen’s College, Delhi, India
- Master of Management Studies, Jamnalal Bajaj Institute of Management, Bombay, India
About me
I believe that true success comes from living your life according to your core values. My core values are Gratitude, Family, Positive Attitude and Persistence.
I am grateful to have immigrated to the US and be able live the 'American Dream' in California. Spending time with my wife Rebecca and my daughters Rachel, Sara and Leah is important to me. I love biking and hiking: Rebecca and I have a goal to hike at all the 63 US National Parks.
I enjoy watching soccer and cricket and volunteer as an AYSO referee. I love listening to classic rock and jazz music and consider myself a die-hard Bob Dylan fan. My motto: "The best is yet to come"