David cares about what is important for you. He can help you analyze and prioritize your unique goals and construct a financial plan aimed at achieving those priorities. His goal is for you to feel confident about your financial future.
David earned his BA from UC Berkley and then began his career as a math teacher in Seattle. His financial services career began in 1998 at Merrill Lynch. He holds the distinguished Certified Financial Planner designation (CFP®) and is also a Registered Financial Consultant (RFC®) as well as an Accredited Wealth Management Advisor (AWMA®). David’s education and experience enable him to offer an unparalleled client experience at CWT.
Outside of the office, David enjoys spending time with his wife and four children. He often attends their various sporting events throughout Southern California. He also serves as a board member and Vice President of the Highline Educational Foundation, a nonprofit that provides educational grants to teachers and programs in the local school district.
Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra Private Wealth Services provide legal or tax advice. This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment adviser representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA (844-553-7872).