Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
After growing up in San Jose and graduating from Bellarmine College Preparatory, David earned a BS in Finance from the University of San Francisco. His career launched at the San Francisco office of Merrill Lynch in 1996. His practice focused on working for Silicon Valley executives with large concentrated positions of “company stock.” David now focuses on working with wealthy families and business owners in developing customized wealth management strategies. David emphasizes cash flow analysis and risk assessment when implementing his disciplined investment process. David also leverages the vast resources at ML by partnering with firm specialists to help clients with their banking (including primary residence, vacation and investment property financing), insurance and estate planning needs. In 2009 David transitioned to the Walnut Creek office of Merrill Lynch. He resides in Moraga CA with his wife Shannon, daughter Catelyn and twin sons Dylan and Giancarlo. When David is not in the office he is usually coaching one of the kids’ sports teams or hacking it up at the Moraga Country Club.
Cyber-Sleuthing me can only go so far. I look forward to the opportunity of meeting with you in person to determine if we have the chemistry for a mutually beneficial relationship!
University of San Francisco
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Wealth Management Lending Officer NMLS # 940901
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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.
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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*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.
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.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.