As a wealth manager and Senior Retirement Plan Consultant, David is passionate about helping clients create comprehensive financial plans that enable them to reach their financial goals. His experience guiding clients through the dot-com bust and mortgage crises of the last decade has propelled David to want to help people protect their finances even more, using his prudent and conservative investment strategies..
David serves a variety of clients, but has a keen focus on small business owners, who don't necessarily have the time or ability to plan for their financial future. He also supports hard working employees who either don't have the desire or patience to plan for themselves, but know they want to make the right financial decisions. Other clients David services include affluent individuals who want to protect their assets, and create sustainable growth and income. He is skilled at developing employee compensation/deferred compensation packages, comprehensive financial plans and Wealth Management strategies.
David has held various role sat Conservative Energy, Hilliard Lyon, Ameriprise Financial and Morgan Stanley. He holds Series 7, 63, 66 securities licenses, CA Insurance License #0D47233, and has earned the Chartered Retirement Plans Specialist (CRPS) designation in 2013.
Outside of the office, David cherishes spending time with his family and friends. You will find him enjoying everything the San Diego environment has to offer. Playing at the beach with his kids, mountain biking the local trails and hills or volunteering with different community organizations helping to improve San Diego are some activities that he does frequently.
- Chartered Retirement Plans Specialist (CRPS)
- Senior Retirement Plan Consultant (SRPC)
- Series 63
- Series 66
- Series 7
- CA Insurance #0D47233
AZ, CA, CO, TX