An experienced and committed team

With nearly 30 years of experience in asset management – having launched his career in 1993 at Dean Witter – David dedicates himself to creating customized income streams for clients – using carefully-selected equites, corporate and municipal bonds, mutual funds and options. David’s responsibilities include creating individual asset allocations for clients and managing their long-term equity portfolios.

Born and raised in Castro Valley and married to his high school sweetheart, David earned a Bachelor of Arts degree in Psychology from University of California, Berkeley, where he played on two national championship rugby teams and was named an All-American his senior year. Today, David lives in Danville with his wife of 26 years, Toni, and their three children. When not cheering for them in water polo, swimming, rugby, baseball and dance, David coaches rugby for the Danville Oaks and is involved in fundraising for the Cal Alumni Association. His Family also volunteers on behalf of children with Down Syndrome. In his “spare time,” David enjoys traveling, swimming, hiking, and coaching.

Having grown up in California on his father’s farm where he “lived and understood” the unique challenges and opportunities of agriculture and real estate. Darrick now serves the specialized financial needs of many affluent farmers, small business and real estate owners. With first-hand appreciation and 25 years spent in financial services – Darrick’s ability to create lifelong income streams for clients and, especially, to tailor asset lending for their personal circumstances, has played a major role in the lifestyles they enjoy.

A graduate of the University of California at Berkeley, Darrick lives in Wyoming with his wife, Julie, and their two children. Darrick is an avid outdoorsman whose passions include backcountry skiing in Wyoming, Utah and Alaska. He is also a single-digit golfer, a loud and loyal supporter of Cal football, and with his wife, supports charitable causes through their family foundation.

Mike brings over nineteen years of financial services to clients, having begun his financial services career at Merrill Lynch in 2002. Today, he focuses on organizing client’s complex financial situations and designing customized retirement roadmaps. Mike also devotes significant time to the research and formulation of customized client portfolios that include separately managed accounts, ETFs, and annuities.

A graduate of the California State University of Hayward, Mike earned a Bachelor of Science degree in Business Administration with an option in Finance. Mike is native of Hayward and lives in San Ramon with his wife of twenty years, Alicia, and their two children. When he’s not coaching his son’s baseball and basketball teams – and his daughter’s travel softball – Mike is a big fan of the Bay Area teams and an avid saltwater aquarist who specializes in coral aqua culturing. Mike also serves on the Cougar Foundation at his daughter’s school, is a member of the San Ramon LeTip Club and of the Chamber of Commerce.

After graduating from the University of Washington with a degree in Quantitative Managerial Economics and Mathematics, Ron began his career at Merrill Lynch in 2018. As a part of the Liebowitz, Walker & Muniz Group, he handles portfolio research, financial planning, and investment analysis. With this, he works closely with individual families to explore their best options, given their unique financial scenarios.

Outside of the office, Ron is an avid skier and passionate pianist. He also is a proud member of two non-profit organizations, where he supports the families of fallen police officers and firefighters in his role with the 100 Club, and helps create/plan community initiatives to local charities as a member of Pledge to Humanity.

Throughout her 40 years in the financial services industry, Lisa’s primary objective has been to provide an exceptional measure of service – bringing each client her thoughtfulness, responsiveness and positive attitude. Lisa’s attention to detail and ability to utilize company-wide resources makes her a vital asset to The Liebowitz Walker Muniz Group.

Lisa is a lifelong, fourth-generation resident of the Hayward/Bay Area who volunteers on backpacking trips for the Sierra Club. When not on the trail, Lisa can be found at the local Jazzercise or Orange Theory Fitness class. She and her husband, Joe, are proud parents of three children and proud grandparents of four more.

Ravinder's natural ability to understand, communicate,
and help our clients has showcased throughout her 37
years working in the financial services industry. Ravinder
prioritizes our clients first and with her detail-orientation,
she always finds a way to make the client experience
better! Her commitment and understanding of complex
financial operations has helped her translate this value to
our clientele, making her a key member of The Liebowitz
Walker Muniz Group.

When Ravinder is not supporting our crew, she enjoys
spending time with her family going on hikes and
travelling with friends (their travelling group has now
been to 6 different countries!). Ravinder and her
husband, Sanjeev, are proud parents of two children and
their family dog, Romeo.