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David works closely with families to solve complex financial issues by creating tailored strategies that reflect the client’s personal values. He specializes in taking a prudent and thoughtful approach to ensure the wealth and well-being of families are secure. Stewarding some of the most creative, ambitious, and successful clients creates complexities requiring sound guidance.
David is a Certified Financial Planner™ practitioner and Certified Divorce Financial Analyst™. Most clients are referred by other professionals during significant life events – divorce, loss of a loved one, or retirement.
David and his wife, Annalisa, live in Walnut Creek with their son, Olin. In his spare time David is an ultra-marathoner, fly fisher, gardener, some-time woodworker, and enjoys flying RC helicopters.