David and his wife, Maria, live in Alamo, California and Scottsdale, Arizona. They have four adult children. He earned his B.S. in Economics and Business Administration from St. Mary’s College. In 2008 he was awarded with an M.A. in Counseling Psychology from JFK University. He is a Certified Investment Management Analyst® (CIMA®) professional form the Wharton School.
David has been with Merrill for 40 years in the San Francisco Bay Area and Silicon Valley. He has been recognized by financial publications such as Forbes, Barron’s and the Financial Times as a top wealth advisor. He and his team are private wealth advisers to highly successful entrepreneurs and their families providing deep financial planning, family office services and wealth management. Their work encompasses cash flow and investment management, tax planning and coordination, asset protection and risk management, multi-generational wealth strategies and philanthropic planning.
Philanthropy and giving back to causes and organizations that are important to the family is big part of what David and his team do professionally and for his family as well. He has been on the board of and involved with several non-profit organizations. The V Foundation’s support of the dedicated scientists working on new, cutting edge therapies in cancer research is what drew him to the organization.
David has served on the board of directors of several private companies.
