David joined Halbert Hargrove in 2011. Based in our Long Beach office, he says of his role at HH, “It encompasses far more problem solving and life coaching than I ever anticipated. I enjoy the challenges that each unique situation brings.” David advises a wide variety of clients, including individuals, families, corporate retirement plans, family limited partnerships, and nonprofits.
David earned a B.S. in Biopsychology and a B.A. in Global & International Studies from UC Santa Barbara in 2002. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and he is a CERTIFIED FINANCIAL PLANNER™ professional.
David is also a Chartered Financial Analyst® charterholder (CFA). He was awarded this certification, noted for its rigorous curriculum, after he passed three sequential six-hour exams and earned four years of qualifying professional investment experience.
Married to a wonderful wife with whom he shares two wonderful kids, David’s favorite ways to unwind include surfing, swimming, sailing, and gardening.
David’s community and professional commitments include sitting on the boards of both Long Beach BLAST (Better Learning for All Students Today) and the Long Beach Chamber of Commerce’s Young Professionals. He is also one of the founding 25 members of the CFA Society of Los Angeles’s Wealth Management League.
NAPFA Start Date
January 23, 2020