David Won
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David Won Email & Phone Number

Director at CWH Advisors
Location: Aliso Viejo, California, United States 10 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Director
Location
Aliso Viejo, California, United States
Company size

Who is David Won? Overview

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Quick answer

David Won is listed as Director at CWH Advisors, a with 30 employees, based in Aliso Viejo, California, United States. AeroLeads shows a matched LinkedIn profile for David Won.

David Won previously worked as Independent Consultant at Self-Employed and Chief "Fun" Officer (self proclaimed) at Won Family Office (My Family). David Won holds Bachelor Of Business Administration - Bba, Finance, General from University Of Illinois Chicago.

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Email format at CWH Advisors

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CWH Advisors

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Profile bio

About David Won

David Won is a Director at CWH Advisors.

Current workplace

David Won's current company

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CWH Advisors
Cwh Advisors
Director
Aliso Viejo, CA, US
Website
Employees
30
AeroLeads page
10 roles

David Won work experience

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Independent Consultant

Self-Employed

Aliso Viejo, California, United States

Chief "Fun" Officer (Self Proclaimed)

Won Family Office (My Family)

Aliso Viejo, California, United States

1. Led and executed the relocation plan from Florida to California for five team members. Plan was delivered on schedule and 26% favorable budget.2. Developed and implemented a strategic plan that prioritized multi-faceted team building experiences prior to planned promotions for the junior members of the team (i.e., we had a wonderful summer in Southern California with our three young children before they started PreK and K in the fall)3. Facilitated a contentious financial planning session with the primary stakeholder to ensure key initiatives maintained adequate funding, including prudent discretionary spending limits. Held monthly meetings to identify variances to budget and adapted quickly to redirect allocation pools for emerging initiatives (i.e., when there is no budget for LEGOLAND, you make a budget for LEGOLAND)4. Secured funding for investments in key recreational fixed assets: kayak with electric motor, e-bikes with kid-friendly accessories, tuna-appropriate fishing rods and reels, family camping supplies, and one absurdly large bean bag for family movie nights.5. Supported local community organizations and provided support services through direct volunteer work (e.g., local PTA fundraisers, DJAE school events, PTA Treasurer nominee in 2024, aspiring volunteer for Fish for Life in 2024)6. Captured and curated 2,668 photos and videos over the 10-month period, leveraging cloud-based AI editing algorithms. Proactively collated content for pending year-in-review memorabilia.

Apr 2023 - Jan 2024
1 education record

David Won education

FAQ

Frequently asked questions about David Won

Quick answers generated from the profile data available on this page.

What company does David Won work for?

David Won works for CWH Advisors.

What is David Won's role at CWH Advisors?

David Won is listed as Director at CWH Advisors.

Where is David Won based?

David Won is based in Aliso Viejo, California, United States while working with CWH Advisors.

What companies has David Won worked for?

David Won has worked for Cwh Advisors, Self-Employed, Won Family Office (My Family), Abc Medical, Inc., and Hollister Incorporated.

How can I contact David Won?

You can use AeroLeads to view verified contact signals for David Won at CWH Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Won attend?

David Won holds Bachelor Of Business Administration - Bba, Finance, General from University Of Illinois Chicago.

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