About David
Through a synergistic relationship with his clients, David strives to implement innovative strategies that target a path to the future they seek.
His background within the financial industry enables him to develop sound financial planning, retirement planning, and asset protection planning for those in retirement or about to retire. David focuses on creating a long-term strategic financial plan that will aid in addressing his clients’ individual needs, such as creating and growing wealth, sustaining a desirable income during retirement, and transferring their wealth to heirs.
David currently resides in Camarillo, California, with his wife Jodi and their two sons, Tristan and Jameson. He enjoys camping, riding dirt bikes with his sons, working on projects around the house, and spending time with his family.
Education and Professional Milestones
-California State University, Los Angeles – bachelor’s degree in finance
-Obtained his Certificate in Financial Planning from the University of California, Los Angeles
-Was enlisted in the US Navy as a damage controlman shipboard firefighter in Norfolk, Virginia
Through a synergistic relationship with his clients, David strives to implement innovative strategies that target a path to the future they seek.
His background within the financial industry enables him to develop sound financial planning, retirement planning, and asset protection planning for those in retirement or about to retire. David focuses on creating a long-term strategic financial plan that will aid in addressing his clients’ individual needs, such as creating and growing wealth, sustaining a desirable income during retirement, and transferring their wealth to heirs.
David currently resides in Camarillo, California, with his wife Jodi and their two sons, Tristan and Jameson. He enjoys camping, riding dirt bikes with his sons, working on projects around the house, and spending time with his family.
Education and Professional Milestones
-California State University, Los Angeles – bachelor’s degree in finance
-Obtained his Certificate in Financial Planning from the University of California, Los Angeles
-Was enlisted in the US Navy as a damage controlman shipboard firefighter in Norfolk, Virginia