David Altman, Associate Vice President/Investments - Stifel

03/21/2026

It would be great if you can make it......

Thanks, David Altman 909/307-8478

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03/20/2026

Love to see you there....
Please call David Altman 909/307-8478, thank you

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01/07/2026

Get the new year started off right at "Turns in the Road", an engaging seminar covering market outlooks, elections, interest rates, and inflation. Please call 909/894-5883

Please call at (800) 888-5657 x5883

Each of the clients I work with has a unique story, but I’ve noticed that most are concerned about what I’ve labeled multi-generational wealth. Multi-generational wealth is creating a lifestyle for yourself, yet consciously growing your resources to leave behind a legacy.
When we are young in the workforce, it is important to develop strong habits of investing for the years of retirement. I provide guidance and coaching for those who are seeking to build early.
As we age and experience all the twists that life brings, we need to continue to audit our spending and investing levels. I can help you evaluate your progress and make adjustments toward approaching your goals.
At some point in life, many of us acquire an interest in our ability to impact others while we are around and even after we have passed. The more self-reliance we are able to develop and the earlier in life that we may be able to attain it, the more of an impact we may be able to create.

Products and Services:
Stocks, Bonds, Mutual Funds, CDs, Annuities, Life Insurance, Long-Term Care Insurance, Trust Services, Separately Managed Accounts, Investment Accounts, IRAs, SEPs, SIMPLEs, 401(k) accounts, 403(b) plans

After hours by appointment only.

Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures

01/05/2026

"The road ahead may have a few turns. Let's navigate them together!

Get the new year started off right at "Turns in the Road," an engaging seminar covering market outlooks, elections, interest rates, and inflation.

📅 When? Tuesday, January 20, 2026 6:00 P.M. – 7:00 P.M. Dinner will be served.

📍Where? Redlands Stifel Branch 31 W. Stuart Avenue, Suite 200 | Redlands, California 92374

🗣️ Speaker: Tom Hacker Vice President – Southern California First Trust Portfolios

RSVP by January 19th to Ryan Vollkommer: (909) 307-8478 | [email protected]

See you there!"

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10/09/2025

Join us for a seminar on October 22 as we discuss Generational Wealth! We will be joined by Dave Martinez, CIMA, Senior Regional Consultant at MFS Fund Distributors, Inc. This informative session will give an understanding on how to efficiently transfer wealth, avoid costly mistakes, and learn how to communicate and educate heirs efficiently. We look forward to seeing you there!

05/06/2025

Introducing the Stifel NextGen Investor Handbook – A comprehensive guide designed to help young adults (18-25) navigate critical financial milestones such as budgeting, saving, investing, and family planning. Check it out and give a call to strategize. Thank you, David Altman 909/307-8478 :
https://livesocial.seismic.com/a90Fzs

03/12/2025

Please join us on April 8th for our open house!

Open House – Come see our new office!

01/20/2025

If you are a corporate director, business owner, physician, or work in any occupation with a high risk of personal liability, you may
want to protect your assets from potential future creditors as much as practical. Several states allow "self-settled domestic asset
protection trusts" under their trust laws. Click here to learn more then give us a call to explore further. Thank you, David 909/307-8478 or 800/888-5657.
https://livesocial.seismic.com/aJM5eO

01/17/2025

As a Stifel client, you'll enjoy access to the resources of one of the nation's leading full-service wealth management and investment banking firms, but with the personal attention of a boutique firm. Discover more in the attached file and then please give a call... 909/307-8478 or 800/888-5657. Thank you, David

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01/15/2025

Entering 2025, several Gravitational Shifts signal a return to better balance across markets, the economy, and policy. Read about this and more in Outlook 2025: Gravitational Shifts from Stifel's CIO Office.

Click here to view the full report: https://livesocial.seismic.com/aHgLfZ