


Comprehensive Financial Guidance
DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance. We have assembled some of the leading experts in their respective financial disciplines, experienced professionals who are regarded for their ability to maximize opportunities.
Our expertise includes:
- Certified Financial Planner™ Professionals
- Financial Consultants
- Loan Officers
- California Real Estate Brokers
- Realtors
- CTEC Registered Tax Preparers
- Notary Publics
Setting new standards for client satisfaction through a "unified strategy."
The DA/CA Financial Group operating philosophy is “your objectives through independence”….which is very apt, considering that all of our decisions are based on the best available options, not on obligatory affiliations with specific financial entities. This enables us to provide you with cost-effective decisions that hit upon your short-term targets and help fulfill your long-term goals.
Financial Security. Peace of Mind.
Financial Security. Peace of Mind.
History
The company was formed to provide services in all the major areas of individuals or companies financial endeavors. We provide financial services, mortgage lending, real estate, tax services, and trust services*. The ability of our experts to provide unbiased advice with no conflict of interest or affiliations with a parent company is what sets us apart from our competitors. "Your Objectives Through Independence", is our corporate motto.
DA/CA Financial Group is a California Corporation and a proud member of Better Business Bureau (BBB).
DA/CA Financial Group is a California Corporation and a proud member of Better Business Bureau (BBB).
Securities and Financial Planning offered through LPL Financial Member FINRA/SIPC. Linsco/Private Ledger representatives offer access to Trust Services through the Private Trust Company N.A. an affiliate of LPL Financial. Mortgage lending and real estate services offered through DA/CA Financial Group Mortgage & Realty and are not affiliated with , nor endorsed by, LPL Financial. Tax services are offered through DA/CA Financial Group Tax Services and are not affiliated with, nor endorsed by, LPL Financial. DA/CA Financial Group is a California Corporation and a proud member of the Better Business Bureau (BBB).



