Successful Retirement Solutions

Our Company

At Successful Retirement Solutions, LLC, a Registered Investment Advisor firm, our vision is to ensure our clients’ success with remarkably creative solutions backed by unparalleled personal service. With David Nagy and his strategic partners, Successful Retirement Solutions, LLC’s passion for providing unique solutions is a critical component of the service delivered.

Our Mission

Successful Retirement Solutions, LLC, a Registered Investment Advisor firm, is the premier provider of financial services in Southern California. We uphold and promote the high standards required to achieve our corporate vision.

Our team members are dedicated, results-oriented and trustworthy individuals who eagerly develop and grow personally and professionally. Our team of driven, competent and compassionate people forms an unmatchable synergy known to others as Successful Retirement Solutions, LLC, a Registered Investment Advisor firm.

Our customers are both companies and individuals. In each case, our customers benefit from our expertise and long-term commitment to their financial service needs. We will always be sure that we add value to these individuals, companies and their employees before we establish a mutually beneficial, long-term relationship with them.

David R. Nagy – Investment Advisor Representative

As a conservative wealth manager with over 30 years of experience in the financial services industry, David Nagy has extensive knowledge of the pressing issues facing those who are in or near retirement. Using a defined process, powerful tools and technology, David creates personalized financial plans that help clients accumulate wealth and generate a predictable retirement income.

David founded Successful Retirement Solutions, LLC, a Registered Investment Advisor firm, with the goal of providing personalized financial services for clients at all income levels and he continues to serves as the CEO. He attributes his success to being passionate and committed to helping his clients achieve the goals that are the most important to them.

As a survivor of Hodgkin’s Lymphoma, David finds great joy in helping others plan for retirement while making sure they protect their families. He learned at a young age that you never know what the future holds and it is his goal is to help his clients plan for the unexpected, which includes having the appropriate health insurance, life insurance and trusts.

David enjoys living life to the fullest and participating in extreme sports. He taught skydiving for almost 10 years and raced a Dodge Viper for two years. David’s many hobbies include surfing, racing his off-road Polaris RZR, dirt biking, snow skiing, scuba diving, wake surfing, and mountain biking.

New book by David. R. Nagy

Extreme Retirement Solutions:

How Living to the Extreme Taught Me to Plan With Care and Caution to Create a Successful Outcome

Contact us to see how you can receive your complimentary copy of our book by phone, email or filling out our form!