About David
David believes in the liberating power of investing for the future, to achieve financial freedom. As a Financial Advisor, he seeks to help others also obtain a work optional lifestyle with the kind of retirement and legacy they desire. Prior to founding Stewardship Financial, David’s experience included 25 years in financial planning & analysis, plus 6 years as a Senior Financial Advisor at D.A. Davidson. He is delighted to leverage this knowledge to benefit wealth management clients, ERISA plan sponsors and participants.
Areas of focus
Credentials & background
Designations
Education
University of Southern California
Clients served
Regulatory
- Firm CRD #172011
The firm
**[Firm Name]** is an **[e.g., award-winning, established, innovative]** law firm dedicated to providing exceptional legal services **[e.g., to individuals, businesses, organizations]** across **[e.g., a wide range of practice areas, specific major practice areas]**. Our team of **[e.g., highly skilled, experienced, dedicated]** attorneys is committed to achieving the best possible outcomes for our clients through **[e.g., strategic advocacy, practical advice, personalized solutions]**. We pride ourselves on our **[e.g., deep legal expertise, unwavering commitment to client success, collaborative approach]** and strive to build long-lasting relationships based on **[e.g., trust, integrity, clear communication]**. At **[Firm Name]**, we understand the unique challenges facing our clients and work diligently to provide **[e.g., effective, efficient, comprehensive]** legal representation.
440 East Huntington Drive, Suite 318 Arcadia, CA 91006$49.8M assets under management