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David De Koekkoek, CFP, EA
David De Koekkoek, CFP, EA, is a solo wealth advisor providing tax and financial planning with both CFP and EA credentials.
David De Koekkoek, CFP, EA
DAVID DE KOEKKOEK, CFP, EA is an SEC-registered investment adviser in CHINO, CA. The firm manages approximately $71 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
other
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
David De Koekkoek
Founder and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at David De Koekkoek, CFP, EA?
David De Koekkoek serves as the sole principal and likely makes all investment recommendations. There is no investment committee. The firm uses standard fee-based advisory models with third-party custodians (per SEC IARD disclosure).
Does David De Koekkoek act as a family office or a traditional RIA?
The firm operates as a traditional RIA and tax preparation practice, not a family office. The dual CFP and EA credentials indicate a focus on individual client financial planning and tax representation rather than family capital management.
What investment stages or asset classes does the firm target?
No specific asset class focus or investment stage is publicly declared. The firm likely uses low-cost passive ETFs, mutual funds, and cash instruments, consistent with CFP-standard planning. Direct private investments are not indicated.
Is David De Koekkoek registered with the SEC or state?
The firm is registered as a state-level investment adviser, given solo practitioner size. It files Form ADV with regulators per public disclosure. The EA credential also means representation rights before the IRS.
Where does the underlying wealth come from?
The firm manages client savings and retirement assets rather than a concentrated family fortune. Wealth origin is earned income and accumulated savings of individual clients, not an inherited or entrepreneurial source tied to a named individual.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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