Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017 and 2018
David Krake is a Wealth Management Advisor at Merrill, in the Brea, California, office. He began at Merrill Lynch Wealth Management 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.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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 you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.