As a financial advisor, David concentrates his efforts working with closely held businesses, their executives and families. He is knowledgeable in all aspects of financial planning and wealth management. He brings vast and diverse experience to his practice, including specialties in investment services, asset and income protection strategies and personal and business planning.
Series 7, 63 & 65, Life, Health, and P&C Licensed
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0E43700.