David has a degree in economics and has been licensed since 2009. He has worked for well known advisory groups and has brought best practices from these groups to You First Financial. He has left behind some of the other practices such as being a salesperson. You First Financial was created to always put your best interests first! Financial and investment planning using the latest technology. You First Financial is a fiduciary.Specializations: Transition/Retirement Planning, Social Security Maximization, Tax-efficiency, Strategic Income, RMDs, and Financial Education.License: Series 66 (Investment Adviser), Life and Health w/Long-term Care

Start-up company: Goal - Easy to understand, automated financial planning technology.

Complete comprehensive planning: Income, Investments, Taxes, Healthcare, and Estate Planning. Understanding a client’s current situation, evaluating where they stand, then working together to form a plan that clearly shows value.License: Series 66, Life and Health

Consistently acknowledged as a top performing Adviser. Exceeding goals and making a difference in people’s lives. Skills: Series 7, Series 66, Portfolio analytics, risk tolerance, investment recommendations, portfolio construction, mutual funds, ETFs, managed money.

Acknowledged a top performer! Member of the advanced trading team. Represented Wells Fargo in a manager/supervisor capacity, approving large trades for Representatives, complex options orders answering tough questions form traders they cannot answer on their own. Detail-oriented: 1000s of trades -no trade errors. Team lead for C.A.R.E group (group deals with project management; Identifying issues in our department, implementing strategies to fix these issues). Member of the developmental learning team; Developing teaching material for new trade representatives.

Specializing in 403(b) retirement planning.Licences: Series 7, Series 66, Life and Health.