Sr. Wealth Advisor, Sr. Director
CFP®, CDFA®, FBS®
David has a passion for educating clients and guiding them through the complexities of the financial planning process. In his role at Mercer Advisors, David manages the Southern California advisory teams. He completed his undergraduate degree in Business Administration at Chapman University and followed that by earning a master’s degree, with an emphasis in Financial Psychology and Behavioral Finance from Creighton University. He holds a master’s degree in Financial Planning (MSFS) from the American College of Financial Services as well. David is a CERTIFIED FINANCIAL PLANNER™ professional, and presently holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst® (CDFA®) and Certified Financial Behavior Specialist® (FBS®) certifications. David is also an adjunct professor at California State University – Fullerton in the Finance Department.