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David Escalante, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

David Escalante

Financial Advisor

Preferred Wealth Management
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans

Education

  • Citrus College (2002) A.S. Biological Sciences

Awards & recognition

  • Preferred Wealth Management, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Advisor, Ameriprise Financial (2012- present), Advisor Assistant, Wells Fargo Advisors (2010-2012)

Interests

My wife and I enjoy spending our time with our children in the great outdoors. One of my favorite activities is fresh water fishing, prospecting for gold, and taking long walks or hikes in our local parks and mountains. Although I'm currently not a workout buff, I enjoy swimming, long board skate, and golf occasionally. Favorite sports to watch and play are baseball and football(Soccer). On Sunday's we are actively raising our children in our church, where my wife actively serves in our children's ministry. One day I hope to own an orchard farm. I have recently found an affinity towards agriculture and how vital it is to our daily living.