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Disclosures
David Deruelle is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, FL, HI, ID, LA, MT, NV, NY, OK, OR, TX, UT, WA, WI. California Insurance License # 0C77370.
David Deruelle, NMLS # 1705532 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
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Did you know that finances and health go hand-in-hand? Just as investment strategies depend on your age and goals, health considerations change with age too. Let’s talk about how your wealth plan can complement your health goals.
What’s your dream? On MLK Jr. Day, I’m remembering Dr. King’s famous “I Have a Dream” speech championing equal rights for all people.
Did you know that setting sound New Year’s resolutions can help you create a lasting legacy? This new year is the perfect time for us to connect and create or update your WealthPlan.