Jeff Mitchell  
  6951 Douglas Blvd. 
  Granite Bay, CA 95746
  Phone: 916-708-9606
  Fax: 309-214-9226 

JeffMitchell@surewest.net

  David Wasson
  101 Golf Course Drive Suite 207
  Rohnert Park, CA 94928
  Phone: 707 206 9643
  Mobile: 707 318 7006
  Fax: 270 569 8411
  Wasson@NoWorryRetirement.com

Jeff Mitchell

6951 Douglas Blvd. 
Granite Bay, CA 95746
Phone: 916-708-9606
Fax: 309-214-9226 
jeffmitchell@surewest.net

 

David Wasson
101 Golf Course Drive Suite 207
Rohnert Park, CA 94928
Phone: 707 206 9643
Mobile: 707 318 7006
Fax: 270 569 8411
Wasson@NoWorryRetirement.com
Insurance License  # 0729203


David Wasson has been in the financial advisory industry for over 25 years. Over this time he has provided valuable financial services and education to thousands of families, individuals and industry professionals.

David’s genuine concern for his client’s financial well being enables him to assist with the current and future needs of his clients while building long-lasting, meaningful relationships with them.

David specializes in the areas of retirement and estate planning for both individuals and families. His primary goal is to continually improve his client’s financial position while protecting their assets. He accomplishes these goals through a blend of financial services that are tailored to their specific financial needs.

David is extremely knowledgeable and passionate about his work. His clients find him to be both personable and extremely dedicated to their needs. Through his unique planning style and techniques his clients realize individualized service and plans that protect their family, reduce their financial risk, save tax dollars, protect assets from long term care costs and avoid probate.

David is your ideal person for those people seeking to work with someone who can provide a plan designed for their goals. With over twenty-five years of experience and professional training and education.  David strives to meet financial planning needs on an individual, one on one basis.

David lives in Cotati, California and is the proud parent of his two children, John, 13 and Laura, 15.

Secure Senior Services