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.