About David
As a wealth manager/investment adviser representative, I work with private families on the best way to build/preserve their wealth, and create predictable income during retirement years. I also work with CFOs, Controllers, Investment Committees and Human Resources teams to provide service for 401(k) plans with $1m -$50m in total group assets.
Areas of focus
Credentials & background
Designations
CFP
Clients served
IndividualsFamiliesTech ProfessionalsMedical ProfessionalsHigh Net Worth Individuals
Regulatory
- Firm CRD #705
The firm
Redwood Investments
Raymond James Financial Services, Inc.
288 MARTIN ST, BLAINE, WA 98230$2.55B assets under management