Shilling Financial – Total Advisor with 27 Years of Financial Services

Let’s Create Your Retirement by Design!

who are we

Why Shilling Financial Advisor

David Shilling is a Total Advisor with 27 years of financial services experience. He majored in History and Economics at UC San Diego in La Jolla, CA 1999, and then graduated Summa Cum Laude, from USC in 2008 with an MBA. David has extensive experience in residential real estate finance, physical gold and silver investing, as well as retirement planning and social security maximization. David is a Black Belt in Brazilian Jiu Jitsu and speaks Spanish and Portuguese and also has experience in helping individuals in Latin America with dollarization and investing here in the United States.

Why Choose Us

Smart Investing with Smart Ideas

INCOME PLANNING

HEALTHCARE PLANNING

GROWTH PLANNING

ESTATE PLANNING

TAX PLANNING

NON-FINANCIAL PLANNING

As per your need

personalized planning style

David prides himself on his personalized planning style, listening and getting to know each client in a very customized way. Having survived a semi truck hitting his car from behind going full speed in 2019, and dealing with the 2 legal cases as well as 3 years of life insurance long term disability coverage, David understands the challenges that life can bring in our paths and how the financial services industry can help individuals and families get protected today and in the future for financial planning, life planning, and whatever “X-Factor” events may come our way.

Commitment

Achieve your goals, access fast financing

We believe a detailed planning process can be one of the most effective ways to create financial confidence.

Testimonials

What People Say About Us

“David's commitment to improving retirees’ quality of life through informed, up-to-date financial decision-making is a key reason why he’s being honored with this prestigious award.”

Shilling Financial has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.