David's practice provides thoughtful, customized and transparent strategies by developing an in-depth understanding of each client's dynamic financial needs. His practice focuses on portfolio management and comprehensive financial planning to help his clients pursue their financial goals through the creation and implementation of a thorough and realistic financial plan. His clients broadly range from early career to current retirees.
David has been around investing and financial planning his entire life. His grandfather started the practice in 1948, his father succeeded him in 1976, and today he continues the family legacy. He earned his Master's degree in finance from the University of Notre Dame, graduating Magna Cum Laude with an emphasis in investments. He holds a Bachelor's degree in Economics from the University of Michigan. Additionally David is a CFA® charter holder and a CERTIFIED FINANCIAL PLANNER™ professional.
Domiciled in IL, California Insurance License #0H65840