A Detailed, Holistic Approach to Planning
Our planning process addresses every aspect of your wealth. We integrate every element into one cohesive plan, so your financial decisions support your immediate needs and long-term objectives. With Tozer Wealth Management, you can feel confident that no detail is overlooked.
Preserve and Transfer Your Wealth Across Generations
We’re committed to helping families create lasting legacies. Our multi-generational approach ensures that your wealth serves not only your needs but also those of future generations. From education to estate guidance, we’re here to help your family thrive across generations.
Backed By Credentials and Experience
Our team brings decades of experience and a range of credentials to provide you with the highest level of service and advice. With specialized knowledge in areas like tax planning, retirement strategies, and investment management, we combine technical proficiency with a deep understanding of what it takes to help clients reach their goals.
Meet Your Advisor, David Tozer CFP®, CRPC, AIF®
David Tozer is a CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plan Consultant designee, Accredited Investment Fiduciary designee and an Investment Advisor Representative of Cetera Advisor Networks, LLC. After entering the financial services industry in 2007, he joined the Cetera team in Santa Barbara in 2009 and has been working with clients in the larger San Jose area since 2015.
He has always prioritized building strong, trusting relationships to help ensure the financial comfort and satisfaction of clients. In his work and life, he believes in the value of communication, efficiency, reliability, and results.
