Experience

A 43-year veteran of the financial services industry, 41 with UBS or its predecessor firms, David specializes in comprehensive financial planning, asset allocation and retirement planning. By providing a well-defined wealth management process, he and his team deliver custom portfolios tailored to each client’s specific needs and goals. A Certified Financial Planner™ professional, David takes great care gathering client information so he can prepare and implement a plan for "the long haul" that adjusts to life events. David has been a member of the firm’s Chairman’s Council for 33 years and the even more elite Chairman’s Inner Circle for 24 years. David was appointed to the Financial Advisor Advisory Council (FAAC), a 14-member team of advisors who provide leadership and counsel to the highest levels of management at UBS, as co-chair of the FAAC Intellectual Capital and Solutions Committee.

David served in the U.S. Navy during the Vietnam War and after being honorably discharged, he began his career in the grocery industry, holding various leadership roles and displaying an acute attention to detail. He consistently puts his clients first and is proud to have so many long-term clients who consider him to be a trusted family advisor. David is a big supporter of the YMCA and St. Jude Children’s Hospital.

California Insurance License #0A53475 

In the media:

• Financial Times - "Financial Advisors explore exotic options" (March 2014)
• Wall Street Journal - "Making it a Family Business" (June 2013)

With over 25 years of experience, Paul is the senior partner of the Van Acker Financial Group and a UBS Managing Director.  Paul has earned the designation of Senior Portfolio Manager, a program in which the client delegates full discretionary management authority to Paul, as Senior Portfolio Manager Paul oversees several customized equity, exchange traded funds, and institutional mutual fund models.  He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients. He holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. As Senior Portfolio Manager, Paul focuses on financial planning, investment research, portfolio construction and management, asset allocation and retirement planning.  Paul provides a disciplined planning process that helps create a blueprint for clients based on their specific and unique goals. He prides himself on offering clients the highest level of service and a proactive investment approach.

Paul maintains his Series 7, 63 and 65 securities licenses as well as life and health insurance licenses.

Paul received his B.S. in business administration from the University of San Diego. He lives in Camarillo, California with his wife and son. Paul is an avid golfer, pickle ball player and fisherman. He is also active in his community as a member of his Rotary Club and is an active participant in their charitable efforts.

California Insurance License #0C59842

With over 36 years experience in the financial services industry, Susie’s banking background and fluency in Spanish adds depth to our team. Susie is our Senior Client Service Associate who provides the administrative structure for the team, overseeing everything service-related. She is an operational guru in the branch, serving as a coach to other Client Service Associates. Susie is the epitome of "service with a smile," and consistently provides the highest level of service to our clients and team. 

Sylvia joins our team with 40 years of experience in the financial services industry.  She started her career at an entry level position and advanced and held various management roles.  With a focus in operations she mentored her peers and was recognized for her efforts.  Sylvia takes pride in delivering exceptional customer service and is fluent in Spanish.  We welcome Sylvia to our team.  With her background and knowledge she will be integral to providing the highest level of client service. Sylvia recently earned her title of Senior Registered Client Service Associate by passing her Series 7 and 66 exams.

Thomas Flores joined our group in 2020 and is currently our Wealth Strategy Associate. Thomas earned his Bachelor of Arts Degree from San Diego State University and currently holds his Series 7 and 66. Prior to joining the Van Acker Group, he was the Branch Technology Liaison working to ensure technology was running smoothly and assisting in the implementation of new systems for the entire branch. These skills and his attention to detail add even more value to an already very well established and complete team in the industry. Thomas now has his ambitions set on attaining his Certified Financial Planning designation. This will eventually allow him to become sophisticated in financial and retirement planning for years to come. Thomas will help us continue to deliver the very best client experience and we are excited to have him join our group.