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Specialties
David is a Southern California native and currently lives in Costa Mesa with his beautiful wife, Jodi, and adorable son, Justin.
David believes that family comes first. David works hard at being loving and supportive for his family and a positive role model for his son. David is a veteran of the U.S. Navy and served aboard the U.S.S. Kitty Hawk (CV63) as an Aviation Ordnanceman (AO). During his time in the Navy, David received many commendations for his leadership and operational management skills. David is a also a philanthropist and believes that its important to give back to those in need, and has been a part of local charities that impact his community directly. David earned a BS in business management from Pepperdine University’s Graziadio School of Business. He also pursued the professional designation of Retirement Income Certified Professional (RICP®) through The American College to better help his clients prepare for a successful retirement. David has been a part of Pacific Wealth Partners since the firm was established in 2006.
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Always free for clients.
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
David is a fiduciary and is held to the best interest of his clients and has no disciplinary actions for misconduct of any kind on his record