David has more than 30 years of experience providing wealth management and financial services to individuals, corporate executives, and small to medium size businesses. As Managing Director-Investments at Wells Fargo Advisors, he helps clients identify and prioritize their short and long term financial goals to create a prudent solution to each client's complex financial needs. He specializes in investment planning with an emphasis on asset and liability management, estate planning strategies, retirement planning, investment tax planning*, concentrated stock positions and business financial services.David is a graduate of the University of California Irvine and holds the designation of a CERTIFIED FINANCIAL PLANNER(tm). Prior to joining Wells Fargo Advisors, Mr. Ko serviced clients at Merrill Lynch for over a decade, including management of several offices throughout several Southern California regions. In the management arena, Mr. Ko was responsible for the training and development of financial advisors in the areas of fundamental investment strategies, business development, and effective client management.Wells Fargo Advisors does not provide legal or tax advice. However, I will be glad to work with you, your *accountant, tax advisor and or lawyer to help meet your financial goals.

I was a Branch Manager