David Nerd
Chief Executive Officer at Pacific United Financial Group | San Diego County, California, United States
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David Abreu, as the Chief Executive Officer of Pacific United Financial Group, is at the forefront of transforming the financial services landscape in San Diego, California. With over a decade of experience in the insurance and retirement planning industry, David has established himself as an award-winning financial expert and author, recognized for his innovative approaches to wealth management and retirement strategies. Under his leadership, Pacific United Financial has flourished as a non-fee based financial and insurance services firm, dedicated to empowering clients to grow and maintain their personal economies.
One of David's hallmark initiatives is the Retirement Rescue System, a comprehensive framework designed to address the unique challenges individuals face as they approach retirement. This system integrates advanced retirement strategies that not only prioritize asset growth but also emphasize the importance of safeguarding those assets against market volatility and unforeseen life events. David's expertise extends across various domains, including long-term care, disability insurance, and tax-efficient investment strategies, allowing him to provide holistic solutions tailored to each client's needs.
In addition to spearheading key projects that enhance client engagement and financial literacy, David is committed to fostering a culture of continuous learning within his team. His vision for Pacific United Financial is not just about financial success; it’s about creating peace of mind for clients, ensuring they can enjoy a comfortable retirement without the stress of financial uncertainty. With a strong focus on employee benefits and permanent life insurance, David is dedicated to equipping his advisors with the tools and knowledge necessary to deliver exceptional service and results. Through his leadership, Pacific United Financial Group continues to set new standards in the financial services industry, making a lasting impact on the lives of its clients.
Chief Executive Officer at Pacific United Financial Group in August 2018 to Present
Financial Advisor / Partner at Sterling Wealth Strategies in November 2017 to July 2018
Retirement Plan Specialist, San Diego CA 92108 92127 at Bankers Life in January 2012 to November 2017
Financial Advisor San Diego, CA 92108, 92127 at Bankers Life in January 2012 to November 2017
Chief Executive Officer at SHS Real Estate Investor & Consultant in January 2008 to January 2012
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Insurance
Retirement Planning
Retirement
Long-term Care
Life Insurance
Universal Life
Wealth
Finance
Medicare
Tax
Fixed Annuities
Disability Insurance
Health Insurance
Term Life Insurance
Property
Underwriting
General Insurance
Whole Life
Asset Protection
Strategic Financial Planning
Employee Benefits
Long Term Care Insurance
IRAs
Wealth Management
Financial Planners
Investments
Critical Illness
Risk Management
Pensions
Asset Management
Claim
Financial Analysis
Claims Management
Financial Services
Portfolio Management
Financial Advisory
401k
Estate Planning
Permanent Life Insurance
Team Building
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What is David Nerd email address?
Email David Nerd at [email protected] and [email protected]. This email is the most updated David Nerd email found in 2026.
What is David Nerd phone number?
David Nerd phone number is +17189083007.
How to contact David Nerd?
To contact David Nerd send an email to [email protected] or [email protected]. If you want to call David Nerd try calling on +17189083007.
What is David Nerd net worth?
David Nerd has an estimated net worth of $750,000 to $999,999
What company does David Nerd work for?
David Nerd works for Pacific United Financial Group
What is David Nerd's role at Pacific United Financial Group?
David Nerd is Chief Executive Officer
What industry does David Nerd work in?
David Nerd works in the Insurance industry.
David Nerd Email Addresses
David Nerd Phone Numbers
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