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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.
First Vice President–Wealth Management
Financial Advisor
As a wealth manager and Senior Retirement Plan Consultant, David is passionate about helping clients create comprehensive financial plans that enable them to reach their financial goals. His experience guiding clients through the dot-com bust and mortgage crises of the last decade has propelled David to want to help people protect their finances even more, using his prudent and conservative investment strategies..
David serves a variety of clients, but has a keen focus on small business owners, who don't necessarily have the time or ability to plan for their financial future. He also supports hard working employees who either don't have the desire or patience to plan for themselves, but know they want to make the right financial decisions. Other clients David services include affluent individuals who want to protect their assets, and create sustainable growth and income. He is skilled at developing employee compensation/deferred compensation packages, comprehensive financial plans and Wealth Management strategies.
David has held various role sat Conservative Energy, Hilliard Lyon, Ameriprise Financial and Morgan Stanley. He holds Series 7, 63, 66 securities licenses, CA Insurance License #0D47233, and has earned the Chartered Retirement Plans Specialist (CRPS) designation in 2013.
Outside of the office, David cherishes spending time with his family and friends. You will find him enjoying everything the San Diego environment has to offer. Playing at the beach with his kids, mountain biking the local trails and hills or volunteering with different community organizations helping to improve San Diego are some activities that he does frequently.
California License# 0D47233
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
First Vice President–Wealth Management
Financial Advisor
As a wealth manager and Senior Retirement Plan Consultant, David is passionate about helping clients create comprehensive financial plans that enable them to reach their financial goals. His experience guiding clients through the dot-com bust and mortgage crises of the last decade has propelled David to want to help people protect their finances even more, using his prudent and conservative investment strategies..
David serves a variety of clients, but has a keen focus on small business owners, who don't necessarily have the time or ability to plan for their financial future. He also supports hard working employees who either don't have the desire or patience to plan for themselves, but know they want to make the right financial decisions. Other clients David services include affluent individuals who want to protect their assets, and create sustainable growth and income. He is skilled at developing employee compensation/deferred compensation packages, comprehensive financial plans and Wealth Management strategies.
David has held various role sat Conservative Energy, Hilliard Lyon, Ameriprise Financial and Morgan Stanley. He holds Series 7, 63, 66 securities licenses, CA Insurance License #0D47233, and has earned the Chartered Retirement Plans Specialist (CRPS) designation in 2013.
Outside of the office, David cherishes spending time with his family and friends. You will find him enjoying everything the San Diego environment has to offer. Playing at the beach with his kids, mountain biking the local trails and hills or volunteering with different community organizations helping to improve San Diego are some activities that he does frequently.
California License# 0D47233
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
