David is a CERTIFIED FINANCIAL PLANNER™ professional specializing in providing customized and comprehensive financial planning and portfolio management services to successful individuals and business owners throughout the nation. Along with his personal wealth management business, David is a Registered Principal providing supervisory and management to other financial consultants located throughout Northern California.
David has accumulated a wealth of financial knowledge and skills as a result of his 25 years of experience as an independent investment advisor and business owner, his daily passion of following the financial and capital markets, his extensive educational background, and his many professional licenses and certifications.
Licenses and Certifications
David earned his Associate in Risk Management designation in 1987 and his Certified Financial Planner™ Certification in 1991. The CFP® certification is one of the most comprehensive and difficult financial designations achievable. In addition to these designations, David is currently licensed through First Allied Securities as: (Series 7) General Uniform Securities Representative; (Series 24) General Securities Principal; (Series 63) Uniform Securities Agent State Law Examination; (Series 65) Uniform Investment Advisor Law Examination; and (Series 51) Municipal Fund Securities Limited Principal. David is also Life Insurance/Disability Insurance Licensed in the States of California and Illinois. CA Insurance License #0B28881. David is also an Investment Advisor Representative offering advisory services through First Allied Securities, Inc.
David graduated with Highest Scholarship Honors (magna cum laude) in Financial Management and Economics from Oregon State University in 1985. He earned his Masters of Business Administration from the Albers School of Business and Economics at Seattle University in 1988.
Outside of his Wealth Management and Securities Principal businesses, David is active in support of his church and community. He is an Eagle Scout and current Assistant Scoutmaster of Folsom BSA troop 237. He has held many leadership positions within boy scouting over the last 18 years and was recently recognized with the BSA Silver Bear Lifetime Achievement Award for Distinguished Service to Youth. Besides scouting, David enjoys snow skiing, golf, and spending time with his family.