B.A. in Psychology
10000 North Central Expressway
Dallas, Texas 75231
David is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Divorce Financial Analyst™ in Walnut Creek, California. He co-leads an experienced team that helps affluent families pursue their wealth management goals by simplifying, organizing and enhancing their financial lives. His focus is on asset management, alternative asset classes, and estate planning. Furthermore, David assists families going through the collaborative divorce process.
David and his wife, Annalisa, have one son, Olin. David is an ultra-marathoner and also enjoys fly fishing, hiking, gardening, and flying RC helicopters.