Learn more about David and his practice:
David’s clients recognize his time-tested ability to help them envision a superior financial future, then help them, step by step, build towards that future. He does this by showing them a clear picture of where they are today and listening to their concerns for tomorrow. By recognizing their desires and spotting the things that must change, he can help them build financial wealth as they create richer lives for themselves and their families.
David’s client base is diverse. Many of his clients are small business people; most of whom founded and now run their own businesses. While they are in many different industries, they share a belief in the future and in their respective abilities to influence that future. Both individuals and business people realize the value of getting quality help, which is why many of them rely on David and his team here at Pacific Advisors to help them with their financial futures, which can focus on areas such as tailored retirement income strategies, succession planning for business owners, life insurance planning and effective asset allocation and coordination.
Born in Temple City, CA, David has lived in the local cities of Claremont, Upland and Rancho Cucamonga for over 40 years. He holds a degree of Bachelors of Science in Business Administration from Cal Poly Pomona, where he met his wife Stephanie. David and Stephanie currently live in Alta Loma with their two sons. David is involved in coaching and supporting local youth sports programs and is heavily involved in his church, Hillside Community Church, where he volunteers his time to the Administrative Board.
David invests first in himself. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients. In addition to his degree in Business Administration and meeting the base requirements for his industry, David is working towards a CERTIFIED FINANCIAL PLANNER (CFP) designation.
Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
Click to watch how we can help bring financial balance to your life.
At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0G63903. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.