David has lived on the Central Coast for more than 30 years and has been working in the financial services industry since 1994. David's goal is to develop a customized financial strategy designed to meet your unique financial challenges and then oversee the strategy as they are implemented and monitored.
David started his career at Dean Witter Reynolds Inc., which then later became Morgan Stanley. During this time, he was the assistant branch manager and a partner in a successful team servicing high-net-worth clients. In 2005, David was recruited to work for Merrill Lynch, where he continued to work with high-net-worth clients on the Central Coast. During his tenure at these firms, David became very knowledgeable about using specialized services, such as implementing trust banking services, working with alternative investments and structured products, private banking, and establishing ESOPs and retirement programs for businesses. In 2009, David decided to take his expertise and experience and start his own wealth management business, specializing in helping retirees and successful entrepreneurs around the country. David is a registered representative and Investment Adviser Representative of LPL Financial, member FINRA/SIPC.
David achieved a degree in Agri-Business Management from California Polytechnic State University, San Luis Obispo (Cal Poly, go Mustangs!). He currently resides in Los Osos and is active in his community, donating his time to the San Luis Obispo Daybreak Rotary Club (Past President), Nipomo Chamber of Commerce (Past President), South County Advisory Council (board member, and local youth activities, such as sports, FFA and 4-H.
David loves to enjoy the central coast by: visiting the beach; hiking the hills; wine and beer tasting; concerts in the park; or enjoying the many fine restaurants in the area. The kids are grown and out of the house but spending time with family is a high priority along with time with friends.