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I am a comprehensive retirement and estate planner. I specialize in helping business owners and professionals protect themselves and their families from the financial impact of an extended healthcare event.
My passion is to help business owners, professionals and their families live fuller lives by helping them make more effective financial decisions.
I have been a business advisor for over twenty years. I have learned that successful people are often so busy that they sometimes don't take the time to plan for their future. I help my clients' personal financial results match their successful business financial results.
David serves on the Board of Legal Assistance for Seniors of Alameda County. He also loves to play the drums for the Rough & Ready Blues Band which supports community fundraisers on a pro bono basis. David has been an active Oakland Rotary Club member for over 15 years.
When you or someone you care about recognizes that an extended health care event is an emergency they haven't planned for that can take away everything they own.