David joined Halbert Hargrove in 2011. He says of his role at HH, “My work encompasses far more problem solving and life-coaching than I ever anticipated. I enjoy the challenge and reward of helping people through life-changing decisions.” David advises a wide variety of clients, including individuals, families, corporate retirement plans, family limited partnerships, and nonprofits.
David is a Chartered Financial Analyst® charterholder (CFA). He was awarded this certification, noted for its rigorous curriculum, after he passed three sequential six-hour exams and earned four years of qualifying professional investment experience.
David earned a B.S. in Biopsychology and a B.A. in Global & International Studies from UC Santa Barbara. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and he is a CERTIFIED FINANCIAL PLANNER™ professional (CFP).
David also has earned the Certified Exit Planning Advisor certification (CEPA) for his clients who are business owners so they can unlock the full value of their company while aligning business, personal, and financial goals.
Married to a wonderful wife with whom he shares two wonderful kids, David’s favorite ways to unwind include surfing, swimming, and sailing.
David’s community and professional commitments include sitting on the board of Long Beach BLAST (Better Learning for All Students Today) to promote mentorship, and he sits on the board of the Long Beach Area Chamber of Commerce to strengthen the business community.
He is a past President of the Chamber’s Young Professional group, teaches Finance at Cal State Long Beach, and is also one of the founding 25 members of the CFA Society of Los Angeles’s Wealth Management League.