David Shilling, Social Security Planning Professional
David Shilling
Investment Advisor Representative, Altitude Capital, Shilling Financial
Professional Profile
David Shilling is a seasoned Investment Advisor Representative at Altitude Capital, Shilling Financial in Orange, CA, with over 27 years of experience in the financial services industry. A Summa Cum Laude MBA graduate from USC and a History and Economics major from UC San Diego, David specializes in retirement planning, social security maximization, residential real estate finance, and precious metals investing. Renowned for his personalized planning approach, David listens carefully to each client’s unique needs, ensuring customized financial strategies. As a National Social Security Advisor with NSSA Pros, he conducts educational presentations throughout Southern California, addressing the critical need for effective retirement preparation and social security strategies. With first-hand experience navigating economic challenges, including the 2008 financial crisis and personal adversities, David is committed to helping individuals and families safeguard their financial futures. His fluency in Spanish and Portuguese enhances his ability to assist diverse clients, particularly those with ties to Latin America. Whether you're seeking expert advice on maximizing social security benefits or comprehensive retirement planning, David Shilling is your trusted advisor for a secure financial future.
As a holder of the NSSA® Social Security certification, David Shilling brings specialized knowledge of Social Security planning to every client relationship.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.