David joined the Crux Wealth Advisors team in 2020 as a Financial Advisor. He built a vast knowledge base through a career in the industry from his time at Waddell & Reed for 16 years. Prior to becoming a Financial Advisor, David worked in accounting and financial management for several companies including Honda Motors, Sony Pictures, and Twentieth Century Fox Studios. He graduated from the University of California Santa Barbara with a bachelor’s degree in Business Economics in 1998.
David brings his notable character strengths – honesty and integrity – to the financial planning process. While many feel that financial planning can be complicated and overwhelming, David’s approach avoids an intimidating experience and, instead, leads our clients to a precise and individualized experience.
Additionally, David has a strength in analyzing complex data. He has combined this with his passion for helping others. When David is not working directly with our clients, he also utilizes his strengths and assists the team with operations and analytical support.
I’m incredibly blessed to have a beautiful family, which has always been one of my main priorities in life. My wife, Jodi, and I welcomed our first child, Hudson, in 2018, and we are so fortunate to be parents to him. While life may look different these days as we navigate life as parents, Jodi and I enjoy traveling whenever we have the chance and spending time with our family and friends. Before becoming parents, we were fortunate to travel all around the world and experience amazing places and cultures.
Those who know me know that I’m big sports. Having been born and raised in Southern California, you can find me cheering on my beloved local teams: Lakers, Dodgers, Kings and USC football (when they are good). As Hudson grows up, I’m excited to share my passion for sports with him. I hope we’re able to spend lots of quality time bonding over the many lessons that sports can teach.
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.
