We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer complimentary retirement planning consultations, give you advice, and show how we can help find a strategy that is appropriate for you.
|Firm Start Year:||1990|
|States Licensed in:||CA|
|Number of Years with Current Firm:||4|
|Work Experience:||Copley Financial Group Magee Thomson Investment Partners, LLC Duncan-Hurst Capital Management, Inc. Union Bank Hecco Ventures Prudential Securities|
|I work with the following types of clients:||Pension funds, Non-Profit Organizations, Individual Investors, Businesses|
|Advisory Services Provided:||Tax Advice and Services, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Retirement Planning|
|Investment Types:||FOREX & Currency, Options & Futures, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Commodities, Mortgages & Real Estate, Insurance, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At my office, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Variable Life, Variable Annuity, Life|
|Advisor's Number of Clients:||75|
|Advisor's Number of Managed Clients:||75|
|Advisor's Number of Planning Clients:||75|
|Assets Managed by Advisor:||$15 million|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Fee % Based on Assets:||1|
|Minimum Fee Charged for Managed Accounts:||$0|
|Minimum Fee Charged for Hourly Planning Accounts:||NA|
|Bachelor of Science - Economics||
University of California, Davis - Davis, California
|Master of Business Administration (MBA) - Finance||
UCLA Anderson Graduate School of Management - Los Angeles
David enjoys meeting clients and providing them with investment and retirement strategies customized to their current and future lives. He delivers over 25 years of investment management practice to his clients and has hands-on experience in wild bull and bear markets and every market environment in between.
Prior to joining Copley Financial Group, Inc., Dave provided pension investment strategies for blue chip institutional investors, including several S&P 500 companies, international investment managers and state and local pension systems. He has significant experience in portfolio management, investment banking, venture capital and commercial banking. He earned an MBA at the UCLA Anderson Graduate School of Management and a BS at UC Davis.He gives back by teaching Financial Markets and Investment Strategies at UCSD.
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Financial Planning for Individuals
Social Security optimization Assess client investment preferences Portfolio performance analysis Investment recommendations Financial forecast
Financial Advice & Consulting
Financial advice and planning for individuals to build wealth , plan for retirement or implement retirement income strategies.
Investment recommendations balance growth, liquidity and safety. Contemplating retirement means adjusting investment objectives.
|San Diego National|