David has over 22 years of extensive financial services experience as an Investment Advisor Representative. He holds a Series 65 license, as well as a life-only and accident and health licenses in California (#0D42046).  This experience allows him the ability 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 US. 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 to strategize with his clients to visualize a complete picture. David works hard to understand his client’s goals and objectives, and then makes sure that they are on track to meet those objectives.

Married 25 years, Dave has three children and in his spare time enjoys volunteering as 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