David holds a Bachelor’s degree in Finance from the University of Miami and has always had a passion for personal finance. At the Private Client Group, he works with a dedicated team to support families through various financial stages, helping them build and maintain wealth through optimal strategies that align to their situation.
He specializes in retirement planning and asset management, ensuring that families are well-prepared for their future. His focus is on providing practical, well thought out advice and strategies to help clients achieve their financial objectives.
In his free time, he enjoys going fishing and running. Feel free to connect to discuss how we can work together on your financial journey.
CA Insurance License #4428777.