David Krouse, Chief Operating Officer for One Wealth Management, has been in the financial industry his entire career. After graduating with a degree in finance from the University of Illinois – Chicago, David made his start in the banking industry with JP Morgan Chase, where he assisted high-net-worth professionals and business owners with their banking and investing needs. Knowing that David could serve his clients in a larger capacity, he moved to build his own financial planning practice while at the same time was Director of Operations of a Southern California MassMutual office. Being part of One Wealth Management, a boutique financial services firm based in Santa Monica, David has been able to take his services to the next level and coach new advisors on how to become the best in the industry.
David strives to understand his clients personally, professionally, and financially to make sure that they receive the best recommendations for their needs. Every client that David brings on should expect to be educated entirely before implementing a plan. David states “I like to have all of my clients explain to me why we are implementing certain products to their plan and how those products will benefit their financial situation now and in the future. This provides transparency every step of the way.”
Through a strong work ethic that was passed down from his Midwestern family, strategic implementations of financial plans, and a genuine desire to do what’s best for his clients, David has helped countless individuals, families and businesses achieve their financial dreams.
On a personal note, David resides in downtown Los Angeles with his wife, Jordan. After dating for 14 years, they married in 2016. David is an avid golfer and has played since high school. He invites anyone who has clubs to come out and hit the links!