David Le, CFP®

David Le, CFP®

Newport Beach, California, United States
1K followers 500+ connections

About

“How is your IRA invested? Are your investments as tax efficient as possible? Have you…

Activity

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Experience

  • Beacon Pointe Graphic

    Beacon Pointe

    Newport Beach

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    Newport Beach

  • -

    Newport Beach, California

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    Newport Beach, California

  • -

    Irvine

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    Irvine

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Education

Licenses & Certifications

  • Certified Financial Planner (CFP) Graphic

    Certified Financial Planner (CFP)

    CFP Board

    Issued

Volunteer Experience

  • Free Wheelchair Mission Graphic

    Ambassador

    Free Wheelchair Mission

    - Present 9 years 8 months

    Health

    Free Wheelchair Mission is a humanitarian, nonprofit organization that provides wheelchairs at no cost to people with disabilities living in developing nations. In collaboration with a network of like-minded partners, FWM has been providing wheelchairs to those in need around the world since 2001, providing dignity, independence and hope through the gift of mobility.

Languages

  • English

    Native or bilingual proficiency

  • Vietnamese

    Native or bilingual proficiency

  • Japanese

    Elementary proficiency

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