David’s expertise in financial services is focused on wealth management and preservation, business succession and family legacy planning with over 20 years of financial services industry experience. David attended the State University of New York at Albany where he majored in political science and the University of Redlands, where he completed a Bachelor of Science in Business.. David worked as a financial advisor at Sagemark Private Wealth Services for nearly 10 years before becoming an independent, fee only planner. David uses a values based approach to help clients make sound financial decisions. He is equally as effective working with business owners with complex needs as with retirees concerned about protecting and preserving their wealth for future generations. He is a sought after public speaker and has been asked to speak at CalTech, Kiwanis, City of Pasadena, Los Angeles Public Library and countless groups around Southern California.CA License #0C80026Advisory Services provided through ProCore Advisors, LLC, a Registered Investment Advisor.

Working as President, with Board of Directors, to grow and develop the San Gabriel Valley Chapter of the Financial Planning Association. We are always looking to assist and support financial planners and those who work with financial planners to further their careers and help them deliver extraordinary advice and services to their clients. Currently working as the San Gabriel Valley chair of the FPA of California.

Worked closely with clients to develop financial plans that helped them make confident, informed decisions..

Wealth Manager: Led estate/business succession solutions for business owners and high net worth individuals in broad range of industries, including automotive/motorcycle retail, steel fabrication, wineries, medical products/industrial distributors, and professional services. Advised Fortune 500 executives as well as small business, sports, and healthcare professionals in identifying/quantifying personal financial goals.

Served as Treasurer and then Vice President of the Laguna Beach Chamber of Commerce, where I lead the Chamber in growing it's membership and delivering value to the members.

Oversaw retirement/investment planning and risk management. Designed employee benefit plans for law firms, nonprofit organizations, and small business owners as well as plans for senior financial services professionals.