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 has passed the SIE, Series 7, 63, 65, and Life, Accident and Health or Sickness Insurance Exams.
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.