David Shidoosh is the President and CEO of Shidoosh Wealth Management LLC. He has been in business since 1995 and has extensive experience in financial planning with an emphasis on investment portfolio management for over 28 years.

LEARN MORE ABOUT DAVID

What We Do

Offering Comprehensive Financial Planning and Wealth Management

Portfolio Management

Active management is a disciplined investment process in which portfolio managers analyze, buy and sell securities such as stocks or bonds based on the investment fund’s objective.

Financial Planning

Financial planning pulls all your ﬁnances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams.

Estate Planning

While initiating an estate plan can be intimidating for many reasons, it’s still important to have one in place. Many folks believe they don’t need an estate plan. They might think, “Why should I pay an attorney for something I don’t need,”

Retirement Planning

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. Then you need to look at the types of retirement accounts that can help you raise the money to fund your future.

Insurance

Insurance is an important element of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.

Business Succession Plan

Whether retirement is 30 years away, just over the horizon or not in your game plan at all, a succession plan is vital to ensuring the continued success of your business. A good succession plan can help.

Sustainable Investing

Impacting investing aims to generate specific beneficial social or environmental effects in addition to financial gains. Impact investments may take the form of numerous asset classes and may result in many specific outcomes.

Saving For College

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. 529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code.

Lending

A conventional mortgage is a home loan that’s not insured by the federal government. There are two types of conventional loans: conforming and non-conforming loans. A conforming loan simply means the loan amount falls within maximum limits set by the Federal Housing Finance Agency.

Your clear and direct communication gives me the confidence I need in my decision-making process.

Lisa K.

The way you prioritize clients' financial success is truly appreciated.

Jennifer A.

I appreciate how you simplify asset allocation, making it easy for me to grasp and trust.

Courtney C

View All

Shidoosh Wealth Management LLC

HOW WE DO IT

Planning Futures

We create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help you. Next we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

We have extensive experience in all areas of wealth management, specializing in providing a personalized experience to achieve your financial goals, no matter how big or small. And you can count on unbiased recommendations and impartial guidance.

Shidoosh Wealth Management LLC

Call Us Today at (818) 435-4555

Investment Advisory Services offered through Shidoosh Wealth Management LLC, a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Shidoosh Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Shidoosh Wealth Management LLC.

SWM is not affiliated with any social media channels. SWM does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by followers or any third parties on any of our social media channels including Facebook, Instagram, LinkedIn, etc. SWM does not control, serve, adopt or endorse any advertising, messages or content that any social media channels may publish on its site or on SWM’s social media channels. No part of our social media channels is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.