“We wanted to be an independent firm, and implement new ideas and strategies for our clients,” David says. “A lot of people need help with retirement that they aren’t getting. By listening to their needs and creating the right plan for them, we help them achieve retirement success. But they remain clients for the long-term. Through consistent follow up and monitoring, we can help ensure that we are always on track.”

What David loves most about his career is the people. “What I most enjoy is that you get to meet new and fascinating people all the time. I have been lucky enough to have clients that have shifted industries and have made a real contribution to their field. It helps me grow as an advisor and a person to have access to great insights,” he says.

Born in New Jersey, David grew up in the Los Angeles, California, area where he still lives with his wife, Caroline, and their amazing daughter. “My 6-year-old already speaks three languages,” David says. “I’m hoping she will join the firm one day.” In his free time, David enjoys traveling, dining out, catching a good sporting event, and spending time with his family.