Dave was born and raised in southern California and has been a long-time resident of Orange for more than 30 years. Dave started his financial career working with first-time home buyers to achieve their dreams of owning a home, after many years there he transitioned to retirement planning and protecting families for their future.
Dave is an insurance licensed, personal adviser, coach, and Social Security and Income planning specialist. California Insurance Licensed since 2010 with a background in retirement planning and Income Planning, Asset Protection, and Estate planning. Dave has helped hundreds of baby boomers and retirees with their retirement needs.