David started his career in 1991 as a litigation attorney where he learned the importance of proper estate planning. Upon obtaining his securities license in 2011, he has been providing financial advice to individuals, families, and small businesses concerning their investment and insurance needs. David enjoys working with his clients in developing a strategic plan that can help meet their personal retirement and estate planning needs.
Prior to joining Next Level Advisors, David was an advisor with South Placer Wealth Management Group in Rocklin and Wells Fargo Advisors in Roseville.
David is a graduate from the University of San Diego and received his Juris Doctorate degree from McGeorge School of Law, University of the Pacific.
David lives in Roseville with his wife Liz and their three children. He enjoys coaching youth sports and attending each of his kid’s extracurricular activities.
- Series 7, 66
- CA Insurance License 0I06133
- Attorney at Law
- State Bar of California
- California Bar Association, Trusts and Estates Section
- Society for the Blind
- Women’s Empowerment