MBA, MSFS, CFP®
Sr. Wealth Advisor, Director
David began his career in the financial services industry in 2004. David manages the Mercer Advisors Newport Beach team and has a passion for educating clients and guiding them through the complexities of the planning process. David received his MBA with an emphasis in Financial Psychology and Behavioral Finance from Creighton University and has a master’s degree in Financial Planning (MSFS) from the American College of Financial Services. He completed his undergraduate degree in Business Administration at Chapman University and is a Certified Financial Planner® (CFP) professional. He also holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Chartered Advisor in Philanthropy (CAP®) designations. David resides in Orange County with his wife and two daughters.