ABOUT

After a distinguished career in academia, David chose to pursue his lifelong interest in financial planning and investing. David believes there are no shortcuts to financial prosperity. Instead, success comes from thoughtful planning and discipline. Everyone, not only the wealthiest sliver of society, can benefit from professional planning advice, and David believes that advice must always be delivered in the absolute best interests of the client.

David began his career in higher education. He earned a bachelor’s degree in history at Dartmouth, and then, after a period studying at Harvard Law School and the University of Pennsylvania, went on to earn an M.A. and Ph.D. in classics at the University of Michigan. He has been a professor of classics for more than 25 years, teaching most recently at San Francisco State University, and has published a book and numerous scholarly articles on ancient Greek literature and society. David’s longtime interest in financial planning was no secret, and it was not long before he became a regularly-sought resource on all financial topics for his academic colleagues. His passion for the discipline soon led to a search for ways to help people from all walks of life achieve their financial goals.

David has found that his experience and mindset as a teacher translate well to financial planning, enabling him to explain complex and intimidating topics in clear, everyday language. He relishes his role as both an advisor and financial educator.

David lives in San Francisco with his husband and enjoys cooking, winemaking, and international travel.