As Chief Client Officer at The Reserve Investments, David is the core relationship manager, striving to ensure the firm delivers a positive experience for every client whether they need more information, have service requests or require answers to various questions. His mission is simple: to provide clients with financial confidence by delivering tailored advice that aligns with their goals, objectives and personal vision of success.
When you work with David and the team, he takes the time to get to know you and your family. Then, armed with a comprehensive understanding of you, he creates a financial roadmap that carefully considers monthly income requirements in retirement to life insurance needs and beneficiary planning.
Whether you are an executive at a thriving company, a business owner looking to sell in the next five years or preparing for milestone events like retirement, David and the team will take an empathetic approach to guide you through each step of the process. Services include:
- Retirement Planning
- Investment & Risk Management
- Insurance Planning
- Estate Planning
- Employer Sponsored Plans
- Employee & Executive Benefits
David is a firm believer in continuing education and constantly strives to stay on top of industry changes. He holds the Accredited Investment Fiduciary (AIF®) designation which he received after passing rigorous experience, education, code of ethics and conduct standards. He also holds the Certified Plan Fiduciary Advisor (CPFA) certification, which is earned after demonstrating expertise and experience working with retirement plans.
David graduated from Purdue University with a Bachelor of Science in Business and Finance. Outside of work, David serves as the worship leader for Crossway Community Church in Orange County. He also enjoys golf, skiing, traveling and playing his guitar.
CA Insurance License #0G02394