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- Trust & Estate Services2
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David Krake is a Wealth Management Advisor at Merrill Lynch, in the Brea, California, office. He began at Merrill Lynch in 2004, and has worked in the financial services industry since 2003. David works with families and businesses to navigate the many challenges that our lives and financial markets may bring, in order to help clients meet their goals with an amount of risk with which they're comfortable. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., using this extensive knowledge daily in his work with individuals.* In his work with businesses, David focuses on helping business owners effectively deploy capital, as well as assisting plan sponsors in their fiduciary responsibility with regard to their workplace retirement plans. In this effort, David has also received the Certified Plan Fiduciary Advisor designation (CPFA) from the National Association of Plan Advisors.
Mr. Krake graduated summa cum laude from Hardin-Simmons University, in Abilene, Texas, with a BBA in Finance and Marketing, receiving high recognition from both HSU, the local community, and throughout Texas, for his outstanding academic and civic achievements. In his professional career, David was named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017** and 2018.***
In addition to his work, he is very involved in the local community. He is a member of the Whittier Chamber of Commerce, and previously served as its Vice President of Finance. He is chairman of the Whittier Mayor's Prayer Breakfast and he volunteers, along with his wife, Lauren, with Imagine Whittier, a non-profit mentoring program for families that have recently come out of homelessness.
David is very involved in his church, The Church at Green Hills, and he loves to run, play the piano, compose music, and cook. He lives in Whittier with his lovely wife, Lauren, and their three children, Chloe, Camille., and Clayton.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Imagine Whittier and other volunteer work.
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Forbes' "America's Top Next-Generation Wealth Advisors"
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Senior Wealth Management Lending Officer, NMLS #963058
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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We will work to help you stay on track, regardless of what the markets are doing.