David brings 25 years of wealth management, financial planning and banking experience to his role as Managing Partner and Chief Financial Officer at One Wealth Advisors and is known by all to be relentlessly empathetic, disciplined and detail oriented. As a CFP® professional, David’s focus is on working with people to help set and meet their financial life goals, while being unafraid to get into areas of their financial lives that can be emotionally and psychologically challenging. David is forever patient and willing to tackle the details and complexity of each client’s unique financial life roadmap.

As the son of two public school teachers, David’s nurturing instincts come in handy when partnering with clients as they navigate their financial life plans. He was raised on the beaches of Southern California and traveled across the country each summer in the back of a VW van. He has a deep connection to the ocean, nature and staying active outside. In his free time, it’s a good bet he is on his mountain bike or skis in search of adventure.

David earned BA’s in Economics and International Relations at UC Davis and an MBA from USC’s Marshall School of Business. He is thrilled to be living in both San Francisco and Lake Tahoe with his wife and children.