Skip to main content

Next Level Advisors

  •  Tel: 916-960-0101
  •  Email: info@nextleveladvisors.net

Client Login

Next Level Advisors

  • Home
  • About 
    • Our Vision
    • Our Clients
    • Our Team
    • Strategic Alliances
  • Our Process 
    • Investment Philosophy
  • Services 
    • Retirement Planning
    • Asset Allocation
    • Insurance
    • Small Business Retirement Plans
    • Planning for Business Owners
  • Contact
  • Resources 
    • Economic Calculators
    • Personal Calculators
    • RMD Calculator FINRA
    • IRS Tax Forms
    • Retirement Income Planning
    • Helpful Life Insurance Advice
    • Managing Your Finances
    • Estate Planning
    • Charitable Giving
    • Are Advisory Fees Tax Deductible?

A Goal Without A Plan Is Just A Wish

...Antoine de Saint-Exupery

Your Next Level

...the best life with the money you have

Results vs. Performance

...your "Life" at the center of the money conversation

  Previous   Next

    You are here

  1. Home
  2. David W. Culp

David W. Culp

Photo of team member
David W. Culp, J.D.
Financial Advisor
Phone: 
916-960-0101
Fax: 
916-742-5151
E-mail: 
dculp@nextleveladvisors.net

David started his career in 1991 as a litigation attorney where he learned the importance of proper estate planning.  Upon obtaining his securities license in 2011, he has been providing financial advice to individuals, families, and small businesses concerning their investment and insurance needs.  David enjoys working with his clients in developing a strategic plan that can help meet their personal retirement and estate planning needs.

Prior to joining Next Level Advisors, David was an advisor with South Placer Wealth Management Group in Rocklin and Wells Fargo Advisors in Roseville.

David is a graduate from the University of San Diego and received his Juris Doctorate degree from McGeorge School of Law, University of the Pacific.

David lives in Roseville with his wife Liz and their three children.  He enjoys coaching youth sports and attending each of his kid’s extracurricular activities.

Professional Licenses

  • Series 7, 66
  • CA Insurance License 0I06133
  • Attorney at Law

Professional Affiliations

  • State Bar of California
  • California Bar Association, Trusts and Estates Section

Community Service

  • Society for the Blind
  • Women’s Empowerment

Book a Meeting

Tell a Friend

983 Reserve Drive
Roseville, California
95678 United States

  •  Tel: 916-960-0101
  •  Fax: 916-742-5151
  •  rallen@nextleveladvisors.net

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of CA, CO, IA, KY, MN, NV, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

© 2019 Next Level Advisors. All rights reserved.

Website Design For Financial Services Professionals