As President and CEO of Park Wealth Advisor, David brings more than 30 years of financial services experience to his clients. He focuses on advising high net worth individuals with retirement income planning, wealth preservation, as well as estate and family asset transfer strategies.
During David's career, he has held senior level positions at Merrill Lynch, Sanwa Bank, Wescom Credit Union and UnionBanc Investment Services.
His academic credentials include attending the University of Arizona where he studied Economics and Finance. He holds his Series 6, 7, 63 and 65 securities licenses, as well as his California State Life, Health and Variable Annuities Insurance Licenses.
David is an adventurist who loves cycling, tennis, skiing, and playing the blues guitar.