Walnut Creek, CA 94596
David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries.
Helping others get the unbiased information they need to make sense of their options, designing a roadmap that reflects the specific concerns he hears from his clients, and supporting them to make tough but educated decisions to help gain control over their financial lives has been David's mission since he began his career in financial planning in 2000.
As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors.
To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.
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Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
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Bachelor of Arts - Political Science
Master of Arts - Politics
Master of Philosphy - Politics
David is a Registered Representative with, and securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC (please see website section above for hyperlinks to FINRA/SIPC). Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc. and Cambridge are not affiliated. Registered to conduct securities business in CA, CO, HI, NV, OR and WA.