In this KOB 4 News Spot David speaks on tax planning, diversification, sunsetting tax law, and a variety of other need-to-know aspects to consider when developing a holistic financial plan that fits your life.
David Hicks is the head CFA at Oakmont Advisory Group and is a regular financial expert guest featured on KOB 4 for all things finance.
Oakmont Advisory Group is a financial advisory firm servicing clients of all asset levels and at all stages of retirement planning in Albuquerque, New Mexico. With over 50 years of experience in the financial planning industry, we strive to provide excellence in all facets of the retirement planning process.
