CA License # 0E02199
Prior to almost 7 years running his own practice as a Financial Advisor, Dave has about 20 years of experience leading everything from small, entrepreneurial businesses all the way up to divisions of multinational corporations with distribution in over 160 countries. His background includes consumer products manufacturing, marketing, global distribution, medical device development, international logistics, management consulting, and development of charitable organizations – and he puts that experience to work for all of One Wealth Management’s clients every day.
Dave went to High School right down the street from the One Wealth Management Santa Monica office and competed his undergraduate studies at the University of Pennsylvania. He also holds a Certification in Lean Manufacturing from the University of Michigan. This experience and training is what drives Dave’s passion for constant process improvement, efficiency, operational excellence, and an ideal client experience. Dave has his Life & Health license as well as his Series 6, 63, and 65. Dave has a specialty in business planning and retirement plan design.
Dave is married with two sons and spends most of his free time building something with his extensive collection of power tools and teaching his sons to “tinker”. He also enjoys archery, fishing, golf, photography, and travel.