David works with elite CPAs to help make them Primary, Critical and Essential to their
very best clients. He also heads up the Retirement Plan Group and is the Retirement Income Advisor for the firm. He has been in the financial services industry since 1984. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and was one of the first 50 advisors in the country to receive the Certified Plan Fiduciary Advisor (CPFA) designations from the National Association of Plan Advisors. His M.B.A is in Finance and Management. David is a member of the BCJ investment committee and a member of Retirement Plan Advisory Group (RPAG), a national network of professional retirement plan advisors
On the personal side, he is married and has two great children. Loves golf – wishes it loved him back. He has raised guide dog puppies for Guide Dogs for the Blind and fosters for Desert Labrador Retriever Rescue. He was past president of the board of directors for the Phoenix Guide Dog Raisers and has served on the development committee for AZ Zoological Society and Guide Dogs for the Blind.
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California Insurance License # 0B08226
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