David consults regularly with clients: affluent individuals and families, pre-retirees and retirees, closely-held businesses and corporate employees with stock diversification issues. Through these candid discussions, ideas are exchanged, quantifiable goals are established and needs are prioritized. David then develops and implements customized investment recommendations for each client using a wide variety of financial instruments, including proprietary team-designed strategies.
David joined the Walnut Creek, California office of RBC Wealth Management in 2016 after 19 years with Merrill Lynch. He received a Bachelor's Degree from California State University Hayward and later, a Juris Doctor Degree from Santa Clara University School of Law.
David lives in Pleasanton with his wife Stephanie. They are proud parents of their eight children: Andrew, Zachary, Hanna, Alyssa, Sam, Wyatt, Aliana and Luke. As Co-Director of the East Bay Bulldogs Basketball Academy and previous President of the Pleasanton Junior Football League, David has enjoyed the privilege of coaching many of the area's youth in basketball and football over the years. David and his children also take pride in maintaining the most extensive American-version Pokemon card collection in the world.
