David began his career in 1986 with E.F. Hutton where his hard work and dedication brought him to become a student of the Capital Markets. He joined UBS Financial Services in 2009 where he became a Wealth Advisor. David has over 30 years of portfolio management experience navigating through ever changing markets.The next logical step in David's career was to create a team incorporating the world class resources of UBS Financial Services. The Sentinel Wealth Consulting Group was born with the guiding principles: remain transparent and accessible to clients at all times and operate with the clients best interest in mind.
As a Senior Portfolio Manager, David invests discretionary portfolios for senior executives , foundations, business owners and retirees who have already taken risk, acquired meaningful assets, and desire capital preservation that keeps pace with inflation and taxes. As a wealth advisor, David assists families with multigenerational planning and provides customized estate, tax and financial planning strategies for high net worth clients.
David is a graduate of California State University, Chico where he earned his undergraduate degree in Finance and Economics. David shoots Trap competitively in state and national Tournaments-a passion he enjoyed with his father, a Hall of Fame shooter. David and Kimberly's love for fine wine has led them into an exciting adventure of wine making through their own vineyard. David lives in Alamo, CA with his wife Kimberly and his daughter Alexandra.
Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MI, MO, NC, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA