Focus: Insurance Strategies
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Originally from Poway, California, David earned a bachelor's degree in Business from National University in San Diego. David joined the Navy at 19 and served 12 years as a Corpsman. He served with distinction, earning the Navy Achievement medal for his work with the Marines and the Rapid Deployment Units. After the Navy, David worked in regional sales management positions for several biotech instrument companies. David took great pride in helping to further cancer research.
David is married to Barbara, who is in merchant sales with US Bank. They have three adult children, Chris, Lauren and Kathryn, and one grandchild, Olivia. David and Barbara reside San Diego.
4275 Executive Square Suite 400
La Jolla, CA 92037