Clients
Dave works with hundreds of Bay Area dentists, physicians and their families. He has a deep understanding of the financial needs of the medical/dental practitioner. He makes planning simple and clear by coordinating both business and personal finances for his clients.
He also works with Silicon Valley executives, professionals, and their families.
Philosophy
Dave is passionate about making a difference in his clients’ lives. Having seen many families (including his own) go through difficult life-events and suffer because they didn’t have a plan in place or an advisor they could trust, he has made it his mission to lead his clients to better clarity and action.
Dave describes his client relationships this way:
“My clients trust me to do what is best for them and be genuinely interested in what they care deeply about. I make it simple for them to take action that will support their goals. I help them fully-protect their income and business as a first priority and I stick around to provide guidance and service to their families over time.”
Professional
With over 10 years of financial planning experience, Dave is recognized as a leader in his field. He takes an active role in promoting financial wellness in the community by conducting workplace seminars to educate employees in Silicon Valley about managing their finances holistically.
Dave is committed to continuing professional growth and improvement. He dedicates at least 4-6 weeks out of every year to furthering his education and industry knowledge. He is also very active in coaching new advisors entering the profession.
Personal
Dave currently lives in Santa Clara, CA with his wife, Erin (RN at Stanford Children’s Hospital) and their three children. He holds a business degree from Brigham Young University and has past professional experience in management consulting and real estate investing.
He enjoys volunteering for his church and serving on the board of a non-profit society of professionals promoting moral and ethical leadership in business.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0F68784, AR insurance license #9378260.