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David Twibell

JD

Senior Wealth Advisor

David Twibell

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

David Twibell

Professional Certifications

  • JD – Juris Doctor

About David

David specializes in the areas of portfolio management and alternative investment strategies.   

 

David joined Focus Partners Wealth in 2026. Prior to joining the firm, he was the Founder of Custom Portfolio Group. Previously, he was with a large Colorado-based business bank and practiced law with a national law firm, where his clients included many privately held businesses as well as several Fortune 500 companies. 

 

Education and Professional Milestones 

-Santa Clara University – bachelor’s degree, graduated magna cum laude  

-University of California–Berkeley – Juris Doctor, graduated with honors 

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