Broker Check

Santa Barbara Coastal Advisors - Santa Barbara, California

 
David Tozer

David Tozer

Financial Advisor

David Tozer is an Investment Advisor Representative of Cetera Advisor Networks LLC who holds the Chartered Retirement Plan Consultant designation. He has been in the financial services industry since 2007, when he began work at Northwestern Mutual's Sacramento office. In 2009, David moved to Santa Barbara and joined the Cetera team.

David strives to educate his clients about their personal finances, taking into account each client's particular values and concerns. His work focuses on the areas of retirement preparation, investment strategies, estate planning, asset allocation, tax planning, and personal finance management. He has always prioritized building strong, trusting relationships to ensure the financial comfort and satisfaction of his clients. In his work and in his life, David believes in the value of communication, efficiency, reliability, and results.