Stability is essential in an industry that moves quickly and is known for its complexities. This is why the skills and background that David brings to Crux Wealth Advisors are critical to our operations. David joined our team in 2020, and primarily works out of our Long Beach office. In addition to his role as Financial Advisor, he also serves as the organization’s Chief Operating Officer. Before joining our team, David gained extensive and valuable experience as an advisor with Waddell & Reed for 18 years, and before that, he had a successful 15-year career as a management consultant in the health care field.
He strives to educate his clients to make well-informed financial decisions that will provide them with a secure financial future at any point in their life. Clients know David for being insightful, attentive, and easy-going.
David’s background and expertise in the industry are critical to our operations because of his ability to efficiently analyze data, communicate clearly, and his willingness to champion continuous improvement in everything that our team does.
David earned bachelors degrees in Public Policy and Economics from Duke University, as well as an MBA at the University of Pennsylvania from the Wharton School of Business with a concentration in Health Care Management.
When I’m not in the office, I like to keep my hobbies and passions alive every chance I get. Many people aren’t aware, but in addition to being a financial advisor, I’m an actor, producer and director, active in community theatre in Orange and L.A. counties.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
