David joined the Crux Wealth Advisors team in 2020 as a Financial Advisor. He built a vast knowledge base through a career in the industry from his time at Waddell & Reed for 16 years. Prior to becoming a Financial Advisor, David worked in accounting and financial management for several companies including Honda Motors, Sony Pictures, and Twentieth Century Fox Studios. He graduated from the University of California Santa Barbara with a bachelor’s degree in Business Economics in 1998.
David brings his notable character strengths – honesty and integrity – to the financial planning process. While many feel that financial planning can be complicated and overwhelming, David’s approach avoids an intimidating experience and, instead, leads our clients to a precise and individualized experience.
Additionally, David has a strength in analyzing complex data. He has combined this with his passion for helping others. When David is not working directly with our clients, he also utilizes his strengths and assists the team with operations and analytical support.
I’m incredibly blessed to have a beautiful family, which has always been one of my main priorities in life. My wife, Jodi, and I welcomed our first child, Hudson, in 2018, and we are so fortunate to be parents to him. While life may look different these days as we navigate life as parents, Jodi and I enjoy traveling whenever we have the chance and spending time with our family and friends. Before becoming parents, we were fortunate to travel all around the world and experience amazing places and cultures.
Those who know me know that I’m big sports. Having been born and raised in Southern California, you can find me cheering on my beloved local teams: Lakers, Dodgers, Kings and USC football (when they are good). As Hudson grows up, I’m excited to share my passion for sports with him. I hope we’re able to spend lots of quality time bonding over the many lessons that sports can teach.
