As our Certified Wealth Strategist®, David plays an instrumental role in developing and implementing financial plans designed to address clients’ complex wealth issues.
David earned his bachelor's degree in business administration, with an emphasis in marketing from the University of San Diego's School of Business Administration. In his commitment to continued education and professional development, David received his Certified Wealth Strategist® designation in 2013.
Outside of the office, David takes pride in his active volunteerism, serving at the Union Gospel Mission and working with other non-profit and charitable organizations within the community. He enjoys reading, golfing, cycling, and the understanding and implementation of optimal nutrition.