Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License

Education

  • Ministerial Arts Degree, Northwest University , Sacramento, CA

Community participation

Stay positive. In my case O Positive.
Stay positive. In my case O Positive.

Volunteers monthly at LoveNow Second Saturday: 2008 - 2024

Red Cross: Blood Donor 9 gallons so far

  • Red Cross
  • LoveNow Second Saturday

Interests

In this spare time, David enjoys hiking, running, obstacle racing and volunteering in the community doing things such as sorting for food pantries, bell ringing for the Salvation Army etc. He and his wife, Kimberly, have raised 3 children and have 5 beautiful grandbabies.