CFP®, ChFC®, CLU®
Client Advisor and Branch Manager
David began his career in the financial services industry in 2004. He worked for 11 years at John Hancock helping individuals, families, and companies build comprehensive financial plans. David has a passion for educating clients and helping them through the intricacies of the planning process. He graduated from Chapman University with a Bachelor of Science degree in Business Administration, earned his Master of Science degree in Financial Planning from The American College of Financial Services, and holds the FINRA Series 66 License. David resides in Orange, CA with his wife and two children.