A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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David Shaw, CFP

Managing Director–Wealth Management

Financial Advisor

Dave is a Financial Advisor with UBS Financial Services Inc., based in San Francisco. His team develops customized wealth management solutions for the younger generation of executives, entrepreneurs and business owners. Beginning by understanding the themes that matter most to his clients and their families, Dave designs a personal financial plan to address those matters while seeking to grow and preserve their wealth to meet future objectives.

Previously, Dave worked in the Aerospace and Defense investment banking practice of CIT Bank in New York, and served 9 years as an active duty naval officer flying the EA-6B Prowler attack jet. A veteran of Operations Iraqi and Enduring Freedom, he continues to serve in the Navy Reserve. He lives in San Francisco with his family.

Areas of Focus: Financial Planning, Concentrated Stock Positions, Investment Management, Asset Allocation & Manager Selection, Estate Planning Strategies, Insurance Solutions, Lending

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • BA, University of Pennsylvania
  • MBA, Indiana University, Kelley School of Business

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Asset allocation
Financial planning
Estate planning strategies
Business Owners
Entrepreneurs
Corporate executives
Lending services
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-5925

Email Me

Advice. Beyond investing.

Goals-based planning

retirement couple

Retirement planning

Estate planning strategies

Women on the rise

Young woman on a boat

The power of investing now

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2024 planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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