David is the Principal and Senior Financial Advisor at True Wealth Advisory Group, where he leads the firm’s strategic direction and works closely with clients on their most important financial decisions. His approach is centered on building deep, long-term relationships and helping clients navigate major life transitions with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, David serves his clients as a fiduciary.
Prior to True Wealth, David spent ten years as a portfolio manager with a boutique investment management firm in the Bay Area. He was a regular contributor to financial publications and spoke frequently at industry events on investment management and exchange-traded funds. David has also served as President of the East Bay Chapter of the Financial Planning Association.
David 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 has coached soccer for more than 20 years and remains active in the local community through youth sports, including coaching at Las Lomas High School and Walnut Creek Soccer Club.