Dave joined the firm in 1994 after a 10-year investment career with Charles Schwab. He provides investment, portfolio design, and financial planning advice for private and institutional clients. Dave previously led the Financial Planning Committee, and he continues to help in researching the latest changes in a variety of financial (tax, insurance, retirement plans, education funding, etc.) and estate planning areas that affect clients, providing education to staff and outside professionals, building or acquiring analysis tools to address specific client questions, and acting as an expert consultant for clients and the media.
B.A. in International Relations and Economics, Stanford University
MBA in Finance and Investments, Haas School of Business, University of California, Berkeley
Chartered Financial Analyst®
Member of the CFA Institute
Member of the CFA Society San Francisco
Widely quoted on investment and financial planning topics in leading business publications such as Barron’s, SmartMoney, Worth magazine and The Wall Street Journal
Served as a technical editor for Eric Tyson’s Personal Finance for Dummies (7th Edition) and Eric Schurenberg's 401(k): Take Charge of Your Future
Appeared in personal finance and investment segments on the NewsNet Centra and KRON television networks
Co-authored, with retired Principal, Bill Urban, “Roth 401(k) and Roth 403(b) Accounts: Pay Me Now or Pay Me Later” – an article published in the November 2006 issue of the Journal of Financial Service Professionals, that details the costs, benefits and appropriate use of these accounts.