RD's Financial Strategies

Managing Partner

(408) 879-9181

Founded in 1998, RD's Financial Strategies is the sister company of RD's Tax Strategies, Inc. (founded in 1975).

For more than twenty years, RD's Financial Strategies has provided exceptional wealth management service to our clients. Now affiliated with LPL Financial, we are excited to provide even better service and draw on LPL Financial's substantial technology tools to help our clients work toward their financial goals.