David is a LPL Investment Advisor Representative focused on developing financial strategies for clients by creating a shared vision of the goals they look to achieve.
With more than five 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.