“There are few things more satisfying to me than helping a client clear some financial – and indeed mental – hurdle. I love to make the complex simple and to create clear choices where there once was confusion. It comes down to listening and caring and always being available.”
JOIN DATE: 2016
David adds a global perspective to Willow Creek’s client experience. He has worked as a financial planner and client advisor to Marin County and San Francisco individuals and families for the past 11 years. Before that, David lived in Hong Kong for 10 years, where he was a senior investment manager and research analyst for one of Southeast Asia’s leading family groups.
David also has been a member of Arthur Anderson’s Economic & Financial Consulting Services Group, and has taught graduate level financial planning courses at Golden Gate University. He has a bachelor’s degree in American History from Hamilton College. He is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the Financial Planners Association.
ON A PERSONAL NOTE: David lives in Marin County’s Mill Valley with his wife and two children. He is a uniformed leader for the Boy Scouts of America, is on the board for the Mill Valley Little League and has helped coach his daughter’s softball team. He is also an avid skier and mountain biker, and loves to run the Marin trails.
The other day my wife turned to me and asked me if were invested in “stocks”. I sat there in shock. In our fifteen years of marriage she had never uttered one word, asked one question or showed any interest in our investments. I manage our money and would show her our balances and say […]
That is a question we often hear from prospective clients. The answer is, yes — and no. There is always uncertainty, and the markets could plummet tomorrow. Even though we follow markets closely and read endlessly, we can’t predict the future. So, let’s look at the market right now. There are lots of reasons we […]