David specializes in wealth management and generational planning for his clients helping them build a focused vision to achieve their financial goals.  He acts as a true fiduciary making sure all aspects of his clients finances are aligned and working together towards a healthy financial future.  

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With more than fifteen years of experience in the financial services industry. David began his career with Wells Fargo Bank and utilized his experience and education to later expand an investment advisory firm serving accredited investors and high net-worth business owners.

David holds his series 7 and 66 securities registrations held through LPL Financial and completed his Bachelor of Arts degree in international finance and Masters of Business Administration degree with an emphasis in finance from California State University Fullerton, Mihaylo School of Business & Economics.

David has been married to his wife Nicole for ten years.  In that time they have enjoyed working on business and real estate projects over the years all while traveling the world as much as they can. They have three children, Julian (8), Colette (5), and Audrey (3).

Nicole is a vital part of the team facilitating all operations and marketing projects.  She has an extensive background in real estate financing and real estate investments as well as a Masters of Business Administration from California State University, Fullerton majoring in Management with an undergraduate degree in Business Marketing and Real Estate.

Nicole has been married to David for ten years and is enjoying this new chapter in their life as they travel and see the world through the eyes of their young children.  
Nicole likes giving back to her community and church and is especially passionate about the next generation of young professionals where she serves as a mentor to many in the community.