“As a financial advisor, I live by a great Proverb, ‘Without counsel plans fail, but with many advisors, they succeed.’ I am dedicated to guiding individuals and families toward financial success. By helping navigate the complexities of investments, retirement planning and wealth management.”
Specialty
David uses his in-depth knowledge of DROP programs, Deferred Compensation Plans, and Retirement Rollovers to create holistic financial plans that reduce risk and protect assets. He provides members with valued second opinions on existing portfolios, including tax-advantaged investing strategies, college savings, estate planning and intergenerational asset transfers.
Education and Experience
David earned a Bachelor’s degree in Business Administration and Finance at CSU, Channel Islands. He has worked in the financial services industry since 2012 and joined Firefighters First Credit Union in 2023.
David is a Financial Advisor through LPL Financial. He holds his Series 7 and Series 66 licenses.
Verify on FINRA’s BrokerCheck »
States Covered
Southern CA
Branches Covered
Southern California