In addition to his focus on financial planning David holds a Juris doctorate (JD)  Executive Track degree from Taft Law, with a concentration on estate planning. His advanced legal education equips him with a comprehensive understanding of the intricacies involved in estate management enabling him to provide holistic financial Solutions to his clients.  His educational background further includes active memberships in the UCLA Alumni Association, demonstrating his commitment to lifelong learning and community involvement. David Lazerson’s  blend of financial expertise, legal knowledge,  and leadership skills make him an invaluable resource for individuals seeking to navigate the complexities of retirement planning and estate Management . He continues to be a trusted advisor helping clients to achieve their financial goals while securing their legacies for future generations.