“As a financial fiduciary, I always act in your best interest and focus on your specific needs. I have a proven track record of helping clients identify and mitigate financial risks, protect and grow their assets, and navigate market downturns.”

Beyond one-on-one planning, David is passionate about financial education. He leads both in-person and online workshops designed to empower clients to make confident, informed financial decisions.

Born in Newport Beach and raised in Huntington Beach, California, David is a true Southern California native. He earned a bachelor’s degree in communications and history from UC Davis, where he also competed in Division II college athletics.

“We are only as strong as our community,” says David, who places a central focus on giving back. He has volunteered with Ronald McDonald House, the South County Food Bank, and served as a member of Kiwanis.

Outside of his professional and volunteer work, David’s life is full of energy and exploration. When he’s not helping clients plan their financial future, he’s planning punchlines to bring to the stage as a stand-up comic.

He also enjoys spending time with his wife and two kids, traveling, attending music festivals, and embracing outdoor adventures like snowboarding, surfing, and skateboarding. The same values that guide his work, trustworthiness, empathy, honesty, and experience, are central to how he lives his life, shaping the way he connects with people both personally and professionally.