David is passionate about helping people uncover their potential and providing unprecedented, customized advice to clients. His team aspires for year-toyear growth and expects to continue being a top producing team within the Northern California Complex.
David’s mission is to understand his client’s financial structure and discover their specific lifestyle and priorities. He strives to create a highly detailed and complete wealth plan that incorporates all the required needs and wants of an individual or family.
The goal of his practice is to work with his clients and help them identify their dreams and goals. He also wants to offer counsel to help them understand the financial implications of the decisions they make.
David is committed to serving clients. His process helps him create wellthought-out strategies empowering his clients to make informed decisions. David’s primary goal when working with clients is to build a plan focused on their needs and to help them adjust the plan as life changes. His target clients are individuals who are ready to invest over $100,000 with room for growth.
David began working in the financial services industry in 2021 when he interned at RBC Wealth Management while on summer break from college. David interned for two summers (2021 and 2022) and became a full-time employee at RBC in December of 2023. He graduated from the University of Oregon in June of 2023 with a Bachelor of Science degree in business with a concentration in finance and minors in economics and computer information and technology.
David chose the financial services industry because he is passionate about helping individuals with their financial needs. Plus, he is part of a family legacy in the financial industry. Growing up, David observed his grandfather and father working in the industry, with his great-grandfather working in the industry before them. This makes him a fourth generation financial professional and he loves what he does. David is proud to continue his family’s legacy.
David resides in Walnut Creek, California, and is the owner of two cats. He enjoys golfing, skiing, fishing and watching sports. He stays active by going to the gym most days of the week and hiking when the weather is nice. David is a member of the California Indians Organization. Formed in 1919, this group holds trap, skeet and clay shooting competitions multiple times each year, which he attends and competes in.
