David Allen, CFP®
David serves the True Wealth Clients as the Senior Financial Advisor. As the Principal of the firm, he is also responsible for the business strategy and day to day management responsibilities. Dave’s focus is on building deep relationships with his clients, in order to help guide them during life’s most impactful moments. As a licensed CERTIFIED FINANCIAL PLANNER™, Dave serves his clients as a fiduciary in their financial planning needs.
Prior to joining True Wealth Advisory Group, David spent ten years serving as a portfolio manager for a boutique investment management firm in the Bay Area. During that time, he was a regular contributor to various financial publications, and frequently spoke at industry events on Investment Management and Exchange Traded Funds. David has served as the President of the East Bay Chapter of the Financial Planning Association, the leading industry association for Financial Planners in the Bay Area. He is a graduate of the Marshall School of Business at the University of Southern California.
David lives in Walnut Creek with his wife, Lauren, and their four children. He is very active within the community, particularly in youth sports. He coached soccer at Acalanes High School for a number of years and has been coaching for Walnut Creek Soccer Club since 2012.