Sr. Retirement Coach

David has been in the financial services industry for 25 years, as an investment advisor, life insurance agent, and retirement specialist. He holds a Bachelor of Science degree in business administration from California State University, Long Beach, as well as his Personal Financial Planning designation from University of California, Irvine.

David weathered the storms with his clients through the tech bust of 2000-2002, and again during the housing/mortgage crisis of 2008. After spending years helping his clients gain back much of what they lost, he decided that protecting his clients’ income and assets was more important than anything.



Over the past few years, David has specialized in assisting federal and public sector employees with protecting what they have grown through sound strategies. He is a thorough advocate for doing right by his clients, and ensures he focuses on doing what is right when the situation arises.

After living 43 years in California, David moved to Henderson, Nevada and currently lives there with his wife Raquel and their dog Pedro. They have three adult children, three adult stepchildren, and one grandson. David and Raquel enjoy traveling, as well as visiting some of Las Vegas' great selection of restaurants. Like everyone in the Vegas valley, they are diehard Golden Knights fans.