David began his career as a Certified Public Accountant with Arthur Young in 1988 after graduating with a Bachelor’s of Science degree in Accounting from the University of Southern California. As a CPA, David performed audit and tax services for multi-national corporations.In 1994, David left public accounting to enter the world of financial planning with Dean Witter in Pasadena, California. He eventually earned his Master’s of Business Taxation from the University of Southern California in 1996 and continued as a financial advisor with Smith Barney and eventually Wells Fargo Advisors in Woodland Hills. David currently resides in Calabasas with his two children, Gillian and Justin. In addition to watching and coaching his children’s athletic teams, David enjoys skiing with his family and exercising.In Woodland Hills, California, Pacific Point Asset Management is an independent, full service wealth management practice established to provide personalized and comprehensive financial advice, through a transparent and independent approach. Clients receive personalized strategic guidance in all aspects of their financial lives so that they can best meet their needs for both today and the future. Pacific Point Asset Management works with clients as a partnership in order to customize a personalized plan for managing their investments and finances.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC . Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Pacific Point Asset Management is a member firm of Kestra PWS, an affiliate of Kestra IS. Pacific Point Asset Management and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not provide tax or legal advice. www.finra.org and www.sipc.org.For a list of states in which I am/we are registered to do business, please visit: pacificpointam.com