David graduated from San Diego State University
in 1988 with a Bachelor’s degree in Financial
Services. After spending a year with a local brokerage
firm in La Jolla, David joined IDS Financial Services
in 1990. He spent the next 18 years with IDS which
was bought by American Express in 1996 and spun off
as Ameriprise Financial in 2005. David decided to go independent in April of 2008 when he
co-founded Carlsbad Wealth Advisory Group.
David was born on February 14, 1966 and has been
married to his wife Nora since October 21, 1995.
They have two children Mitchell (17) and Nina (14).
In his free time he enjoys mountain biking
David is a founding member of the Brian
Schultz Memorial Foundation. Brian Schultz was David’s
college roommate who lost his battle with cancer in 1995.
The foundation holds annual events to help raise
money for cancer research. The event is held at a new location in San Diego each year and proceeds are granted to the UCSD Cancer Research Center.