David A. Morgan, Financial Services Professional, Registered Representative

David A. Morgan, Financial Services Professional, Registered Representative Registered Representative, Financial Services Professional Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am not licensed in all jurisdictions. My California Insurance license number is 0L70806
My Texas Insurance license number is 2226341
My New York Insurance license numb

er is LA-149739


Capstone Partners Financial, Palm Springs Office
760.656.8940 - office
415.676.7035 - mobile

707 E. Tahquitz Canyon Way, Suite 2
Palm Springs, CA 92262

Eat, drink, and be thankful! Wishing you and your loved ones a very happy Thanksgiving.
11/23/2023

Eat, drink, and be thankful! Wishing you and your loved ones a very happy Thanksgiving.

Happy Diwali! Wishing you happiness and prosperity during this festival of lights.
11/12/2023

Happy Diwali! Wishing you happiness and prosperity during this festival of lights.

To all the men and women who have served our country – we thank you!
11/11/2023

To all the men and women who have served our country – we thank you!

Have a safe and happy Halloween!
10/31/2023

Have a safe and happy Halloween!

Wishing you and your loved ones a very happy Mid-Autumn Festival!
09/29/2023

Wishing you and your loved ones a very happy Mid-Autumn Festival!

To all my friends and colleagues observing Yom Kippur today -- Gut Yontif.
09/24/2023

To all my friends and colleagues observing Yom Kippur today -- Gut Yontif.

To all those celebrating Rosh Hashanah – wishing you a sweet and happy New Year!
09/15/2023

To all those celebrating Rosh Hashanah – wishing you a sweet and happy New Year!

Happy Labor Day, everyone! I hope you’re able to relax and recharge this weekend.
09/04/2023

Happy Labor Day, everyone! I hope you’re able to relax and recharge this weekend.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2023

Let freedom ring! Happy Independence Day to all my fellow Americans.

As we commemorate Juneteenth, we honor the excellence within the Black community and remain committed to helping people ...
06/19/2023

As we commemorate Juneteenth, we honor the excellence within the Black community and remain committed to helping people build generational wealth, legacy, and change.

Happy Father’s Day to all the amazing dads out there!
06/18/2023

Happy Father’s Day to all the amazing dads out there!

Address

707 E. Tahquitz Canyon Way, Suite 2
Palm Springs, CA
92262

Opening Hours

Tuesday 10am - 7pm
Wednesday 10am - 7pm
Thursday 10am - 7pm
Friday 10am - 7pm
Saturday 10am - 3pm

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