Meet the Team
The team behind Secure Financial Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
David J. Sears Owner/Manager of Secure Financial Solutions Group, LLC
David Sears has a passion for helping families develop strategies designed to preserve their assets, increase their income and reduce their income taxes.
When David’s parents passed away in 1995, he was left as the sole executor of their estate. During this time, he discovered the power, benefit and confidence provided by estate and retirement planning — and immediately wanted to share it with other people experiencing a similar situation. So, in 2000, David entered the financial industry and in 2003 opened his own firm, specializing in helping individuals evaluate their investment goals, retirement needs and estate planning.
David has passed the Series 65 securities exam and holds an insurance license in the state of Arizona. He is also a licensed Arizona Certified Legal Document Preparer (AZLDP).
In his free time, David enjoys playing racquetball, entertaining guests and exploring new restaurants in the Scottsdale and Phoenix area. David also loves spending time with his wife, Jodie, of more than 40 years, and his three children and grandson.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.