Dorete Ben-David
Financial advisor at Ben-David Financial Planning · Shingle Springs, CA
Last updated 2026-10-10
Claim your profileDorete Ben-David is a financial advisor at Ben-David Financial Planning in Shingle Springs, CA, CRD 4677966. IAPD registration began 2026-01-01.
Registration
- CRD number
- 4677966
- Registration status
- Not active
- IAPD registration
- 2026-01-01
- Industry Experience
- 0 years
- Work Experience
- 23 years
- States registered
- CA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 2003-05 to Present · Ben-David Financial Planning · Redwood City, CA
Current employment
- Ben-David Financial Planning · Shingle Springs, CA
About
Dorete Ben-David is a CFP® financial advisor at Ben-David Financial Planning in Shingle Springs, CA. The latest record indicates less than 1 year of industry experience and 23 years of reported work history.
Location
Shingle Springs, CA
Official record
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