The Pinnacle Private Advisors Team


Sr. Financial Advisor

As a Senior Financial Advisor with Pinnacle Private Advisors, David provides investment and insurance related products and services to individuals and small businesses.

His primary focuses include medical professionals, young families, and small business owners. He has extensive experience in the areas of disability insurance, life insurance, and investment planning and has worked closely with medical/dental residencies across the country in presenting some of those topics.

One of David’s driving principles has always been creating a customized financial plan for his clients. With so many different goals and appetites for risk, David guides his clients to create a plan that is tailored to each individual’s needs. He promises to only do exactly what is right for the client because he believes that, especially in today’s environment, trust and honesty are the most important qualities a financial adviser can offer.

David is a graduate of the University of California, Los Angeles, where he earned his bachelor’s degree in International Economics. He also holds his MBA with a focus on finance and entrepreneurship, which he received from the Marshall School of Business at the University of Southern California.

He carries his life & health insurance licenses, and variable annuity certifications from the state of California, as well as many other states where his clients live.

David lives in San Diego, CA with his wife Vivien, their two children Ethan and Olivia, and their Pembroke Welsh Corgi, Butters.
CA Insurance License #: 0H19708