David serves business owners and sole proprietors, executives and professionals, and affluent families. David’s current professional credentials include Certified Financial Planner ™, Certified Tax Preparer, and California Life Insurance agent. Prior to entering personal financial planning, David served for 27 years in senior-level positions at a cross section of entrepreneurial, high-growth, and Fortune 500 companies.
David’s education includes graduating from the Personal Financial Planning Program at U.C. Santa Cruz, a BSc. from the University of Sussex in the United Kingdom , and Graduate Studies in Management at Ealing College , London . David resides in San Jose with his wife and two cats.