David has over 22 years of extensive financial services experience as an Investment Advisor Representative. He holds a Series 65 license and life-only and accident and health licenses in California (#0D42046). This experience allows him to provide a wide variety of retirement and estate planning strategies. Dave is originally from Yorkshire, England, where he was a financial advisor for twelve years before he moved to the U.S. For over 20 years, David has been a financial advisor in the U.S. and continues helping his clients “retire and stay retired.”

His primary focus is strategizing with his clients to visualize a complete picture. David works hard to understand his clients’ goals and objectives and then ensures they are on track to meet those objectives.

Married for 25-plus years, Dave has three children and, in his spare time, enjoys volunteering as a soccer coach and is known to play a few games himself.

David is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).

Safeguard Investment Advisory Group – Orange County
(877) 213-7233