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David De Koekkoek, CFP, EA

DAVID DE KOEKKOEK, CFP, EA is a state-registered investment adviser in CHINO, CA. The firm manages approximately $71 million in regulatory assets.

David De Koekkoek, CFP, EA

DAVID DE KOEKKOEK, CFP, EA is a state-registered investment adviser in CHINO, CA. The firm manages approximately $71 million in regulatory assets. It has 2 employee and 1 investment adviser.

General information

Firm type

other

Principals

David De Koekkoek

Founder and Principal

Sector focus

Wealth ManagementTax PlanningFinancial Planning

Frequently asked questions

Is David De Koekkoek 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.

Profile maintained by 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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