1990 N California Blvd, 8th floor
Suite #867
Walnut Creek, CA 94596
925-322-0799
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 objective 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™ 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.
See Disclosures
Firm Start Year
2000
No. of Employees
1
Bachelor of Arts - Political Science
UCLA
September 1987 -June 1991
Master of Arts - Politics
New York University
September 1992 -June 1994
Master of Philosphy - Politics
New York University
July 1994 -May 2003
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1816067/retirementplanning-Gateway-Financial-Advisors,-Inc.-detailed-disclosure.html
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, GA, HI, NV, OR, VA and WA.