David has been in the financial services arena for over 15 years. As an Investment Advisor, Real Estate Broker, and Business Consultant, David has worked with individuals, small business and fortune 500 companies to successfully invest millions of dollars, expand their business, and incerase their profits.
David is a FINRA registered Investment Advisor Rep, with the following professional licenses: Series 7, Series 6, Series 63, Series 66, Series 26 Investment licenses, a Life & Health license, a Property & Casualty license, and Real Estate Broker's license.
David spent his childhood and young adulthood throughout the Southbay, obtaining his AA degree from El Camino Community College, his BS in Business Administration from USC, his MS in Industrial & Organizational Psychology from Capella University, and is currently pursuing his PhD in Business Psycholgy.