Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Prior to founding Pacific Tides Wealth Management, David spent 30 years advising high-net worth clients at large Wall Street firms, including Morgan Stanley, Merrill Lynch, Citibank, and Smith Barney. In addition to advising clients, David also worked for 6 years in a senior role on the Smith Barney management team at their New York City headquarters.
David was raised in upstate New York and graduated from the State University of NY at Buffalo with a Bachelor of Arts degree in Political Science. As a self-described lifelong learner, David returned to school in 2017 to pursue a graduate degree. In 2019, he earned a Master of Business Administration degree, with distinction, from the SC Johnson Graduate School of Management at Cornell University.
David is a proud veteran of the US Army. Although he was born in Canada, he became a United States citizen so he could serve as an officer in the US Army Reserve. David served 8 years as an Armor officer and is an avid supporter of veteran’s organizations.
David along with his wife, their two sons and daughter, moved to California in 2006 and happily reside in San Diego.