David is a Certified Financial Planner™ professional, a Retirement Planning Specialist and a registered representative with Equitable Advisors in Bellevue, WA. Together with his wife, Robyn, he helps clients navigate complex financial decisions with straightforward, personal process. With a focus on estate and retirement planning strategies, and an open architecture platform, David enables people to look at their financial futures with confidence.
Working with his current broker-dealer since 1997, David worked as a Regional Vice President in San Francisco until moving to Seattle with Robyn. Together, they opened a new, combined practice with a focus on meeting the financial and retirement planning needs of high net worth individuals and small businesses. A Husky at heart, David is a graduate of the University of Washington; has served as a member of the University of Washington Estate Planning Board and is currently a member of the East King County Estate Planning Council.
As a Certified Financial Planner™ professional, David holds a designation conferred by the CFP Board of Standards, a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and the CLU and ChFC designations from the American College.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.