Dave is a Certified Financial Planner (CFP®) focused on building better retirement outcomes for individuals and couples. He enjoys working with clients to generate the peace of mind that comes from creating a comprehensive financial plan that recognizes short-term objectives and facilitates long-term goals.

Dave’s career has been devoted to fostering and managing innovation, working as a serial “intra-preneur” within market-leading organizations at the intersection of financial services and technology. His experience includes senior management positions at Silicon Valley Bank, JPMorgan, Hambrecht & Quist, Intuit, and Charles Schwab & Co. He is currently Board President for Mission Asset Fund, a nonprofit microfinance organization that is on a mission to create a fair financial marketplace for hardworking families nationwide. He also serves on the Advisory Council for Sack Properties.

Dave holds a BA from Brown University, an MBA from the Yale School of Management, and the Certificate in Personal Financial Planning from the University of California at Berkeley.