David DePaul
The Banking Strategist
Starting in 1989 spending years with The Principal Financial Group, I found deep gratification building relationships with individuals and businesses, providing sound pension and securities advice preparing clients for retirement.
Now, our passion is to support and produce powerful win-win business relationships with Mortgage, Insurance, Real Estate Agents/Brokers, CFP’s, CPA’s & other Financial Professionals.
Integrating a highly respected add-on program they should implement to guarantee their clients success; applicable for 90% of Businesses and Individuals.
Interest Cancellation removes 20+ years from a thirty-year mortgage, allowing your clients to invest hundreds of thousands saved through you.
We have been featured in publications of Mortgage Planner, True Wealth,
Personal Real Estate Investor and Broker Banker Magazine.
Received the Ernst & Young Entrepreneur of the year award in Financial Services.
Other recipients are Starbucks, eBay, Apple & Microsoft.
What is the Ernst & Young Entrepreneur Award?
The Entrepreneur of The Year® is an elite corps of men and women who have been recognized for their exceptional entrepreneurial achievements.
Celebrating ingenuity in America, the program recognizes entrepreneurs for their vision, innovation, courage, and leadership in building and growing successful businesses that influence the way we live,
the products and services we depend on, and the economic vibrancy of our local communities and global markets.
Click: Real Estate – One Wealth Building Example:
Click: Simplified overview of How it Works:
https://rfres.com/d/gwbGrk
Let us connect, to your success, David DePaul