Dave Klenske
Wealth Manager
Phone: 
(760) 692-2202
Email: dave.klenske@lpl.com
With more than 33 years as an investment advisor, I am committed to providing my clients the highest level of professionalism and personal service. I serve my clients financial interest through hard work and a common-sense approach to successful investing. I am devoted to addressing the unique needs and objectives of each client while concentrating on managing the level of risk and preserving capital. I am focused on building client relationships based on mutual trust and respect.
I began my career in 1987 as a financial consultant with Merrill Lynch. Before I formed DK Financial I was a Senior Vice-President with Prudential Securities.
Originally from Chicago, I have lived in San Diego since 1987. I earned my bachelor's degree in Business from the University of Southern California. I spend most of my spare time with my wife Kelly and son Stephen going to his baseball games and practices. I still enjoy playing golf when I get a chance.
Depending on your needs, I can introduce you to some ways to help preserve your family's lifestyle and future or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. To be a successful and professional advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their knowledge and experience to work for you, please let me know.
"I understand and appreciate the tremendous trust you place in me, and the importance of your decision to use my financial planning services to help you pursue your goals."