Mike Rundlett Financial Services

CONNECT

Address:

405 South Magnolia Avenue
El Cajon, CA 92020

Phone:

(619) 588-8820

Fax/Other:

(619) 588-8810

David Zuniga's Biography

David Zuniga

 

David Zuniga is a financial consultant with Mike Rundlett Financial Services, and is a Registered Representative with LPL Financial, an independent Broker/Dealer and Registered Investment Advisor.  David has a long background in customer service having worked in the financial industry since 1999.

David is bi-lingual, fluent in Spanish and provides consultation to individuals and small business owners in Southern California. 

Among David's favorites activities are:

  • Spending time with his wife and kids
  • Pop Warner Football
  • Youth Basketball

Licenses and Affiliations

Registered to sell Stocks, Bonds, Options, Mutual Funds, Fixed and Variable Annuities, Life, Health, and Disability Insurance CA Insurance Lic# 0I82018

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC

Career History

David began in the mailroom of Bank of America back in 1999 and worked his way up to Small Business Specialist. His success with people and desire to help prompted him to seek a career in personal financial services. After completing the training at Morgan Stanley Smith Barney he worked two jobs while keeping his wife home to raise their two boys. David's passion to help people with their finances has led him to Mike Rundlett Financial Services, a boutique financial services firm, and LPL Financial, the largest independent broker dealer in the nation*.

David is a Registered Representative with LPL Financial, an independent Broker/ Dealer and Registered Investment Advisor.

*As reported in Financial Planning Magazine, 1996-2016, based on total revenue.

Former Registered Representative for PFS Investments, Inc., a Registered Broker/ Dealer.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Center for Fiduciary Studies owns the marks AIF and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.