CRD Number: 6424586
Current Firm: Global Retirement Partners LLC
Compensation Model: Fee Only
Background: David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.
Principles: He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.
Education: University of Southern California, MBA, Consortium for Graduate Study in Management Fellow. University of Southern California, BUAD, Beta Gamma Sigma, Magna Cum Laude.
Financial Planning: David collaborates to create a personalized financial plan, which provides a disciplined approach to his clients’ finances. This reduces the impact of predictions or emotions, which are often destructive to wealth.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Global Retirement Partners, LLC||San Rafael, CA||Feb 2021 - Current||2|
|D.a. Davidson & Company||Pasadena, CA||Dec 2014 - Feb 2021||6|
|Avon Products||Pasadena, CA||Jul 1993 - Nov 2014||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management107,120MILLIONS
Total Number of Accounts19,922ACCOUNTS
Average Account Value$5,376,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Investment advisory services offered through Stewardship Financial, an SEC registered investment advisor
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