David Liebowitz Email & Phone Number

David brings 20 years of experience in asset management using equities, mutual funds and options to help create an income stream. David's responsibilities include creating individual asset allocations for clients and managing their long-term equity portfolios. He is a graduate of the University of California, Berkeley, where he played for two national championship rugby teams and was named All-American his senior year. David is an active member of the community coaching several youth teams. David lives in Danville with his wife, two daughters and son.When not cheering for his kids in water polo, swimming, rugby, baseball and dance, David coaches (rugby, baseball and soccer), has served on the boards of his kids' schools and is involved in fundraising for the Cal Alumni Association. His family also volunteers on behalf of children with Down's Syndrome. In his "spare time," David enjoys traveling, swimming, hiking and working out.Please note, asset allocation does not ensure a profit or protect against loss in a declining market.Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

Listed skills include Rugby Coach, Baseball Coach, and Srv High School Water Polo Strength Coach.