David Seery

CFP® | Financial Advisor

Thousand Oaks, CA 91360

David Seery

CFP® | Financial Advisor
Forum Financial Advisor David Seery

About David

David Seery, CFP® joined Forum Financial Management in November 2018 as a Financial Advisor. Most recently, David was a financial advisor at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, David was a personal banker for California Republic Bank.

David is involved with FOOD Share of Ventura County, California State University Channel Islands and Jewish War Veterans Post 603. He is also a member of the Financial Planning Association.

David is a CERTIFIED FINANCIAL PLANNER™ professional. He earned bachelor’s degrees in business and economics, each with an international emphasis, from California State University Channel Islands in Camarillo.

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