David is a Wealth Management Advisor with the National Financial Network. For nearly two decades he and his team have dedicated their practice to educating and advising high-net-worth individuals, physicians, executives, and business owners. His planning process allows his clients to facilitate effective financial decision-making. David has a tremendous passion for helping people achieve their most important goals and objectives in the building, maximization, protection, and enjoyment of their wealth.
In addition to working with clients, David is a sought-after national speaker and mentor to other financial professionals throughout the country. In his spare time, David enjoys spending time with his wife and 3 daughters, Margot, Athena & Juliet.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0G11329