Managing Partner

David Neeve, CFP®

David has 22 years in wealth management, financial planning and banking experience and is known by his partners, friends, family and clients to be relentlessly empathetic and disciplined. As a Certified Financial Planner™, David’s focus is on working with people to help set and meet their financial life goals while also not being afraid to get into areas of their financial lives that can be emotionally and psychologically challenging. David is also forever patient and willing to tackle the details and complexity often necessary when developing the roadmap to achieve the unique and differing goals of each person that he works with.

As the son of two public school teachers, David was taught the nurturing instincts that come in handy when shepherding people with 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’s on his mountain bike, backcountry skis, or outrigger canoe 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 and is thrilled to be living in San Francisco and Lake Tahoe with his wife Tasia, daughter Persefone, son Bealu, dog Harriet, and tight group of friends that have been getting together for a weekly dinner for over 20 years.