Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

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 35-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).