David H. Kinder, CLU, ChFC, RFC® | Tax Exempt Wealth Specialist

Dynamic Advanced Wealth Insurance and Financial Solutions

New 2020 Professional Photo - cropped.pn
ChFC logo.png
IARFC 3-in-1 logo.png
CLU logo.png

Welcome Friends,

 

I'd like to take a few minutes of your time to introduce myself to you.  My name is David Kinder.  I am the owner of Dynamic Advanced Wealth Insurance and Financial Solutions.  I am an over 15-year veteran of the insurance and financial services industry.  I have served the needs of residents and business owners in Southern California in a variety of capacities:  Banker and Operations Manager of Wells Fargo Bank, Financial Advisor and Trust Liaison Officer at Wescom Financial Services, Insurance Agent and Financial Advisor at MassMutual Financial Group, and currently as a Financial Consultant serving families, retirees, and business owners with unconventional strategies to help them accomplish their protection and wealth accumulation goals.  

I studied advanced financial planning through my various studies with The American College of Financial Services.  I took private university level courses for over two years and passed over a dozen exams proving my mastery and expertise in financial planning subjects such as investments, retirement planning, income taxation, insurance matters, estate planning, and planning for business owners.  The State of California and other states have licensed me to assist people with insurance issues to best protect their financial and estate values.  I am also a licensed and registered investment advisor representative, authorized to give advice on securities and investment portfolios.  My thoughts on ethics & misrepresentation and technology in the insurance and financial services sector have been featured in articles in Insurance Selling Magazine and the ThinkAdvisor website
 

Professional Experience:

  • Wells Fargo Bank, N.A.: Personal Banker and Service Manager (2001 - 2004)

  • American Express Financial Advisors: Financial Advisor Trainee (2004)

  • Wescom Financial Services, LLC: Financial Advisor and Trust Liaison Officer (2005 - 2007)

  • MassMutual Financial Group: Financial Advisor and Insurance Agent (2007 - 2009)

  • Combined Insurance Company of America: Insurance Agent (2011 - 2012)

  • Mutual of Omaha: Insurance Agent (2012)

  • Dynamic Advanced Wealth Insurance and Financial Solutions (2007 - present)

  • First Advisors National, LLC: Investment Advisor Representative (2021 - present)

 

Education • Recognition • Licenses:

Professional Associations:

Industry Publications:

I look forward to serving your needs and helping you to craft the financial future you want and deserve for you and your family.

David Kinder

David H. Kinder, CLU, ChFC, RFC®​ | Tax Exempt Wealth Specialist

Dynamic Advanced Wealth Insurance and Financial Solutions