Founder and Partner of Cornerstone Financial Partners, David has been providing comprehensive financial planning services to successful individuals and families since 1998. His expertise extends into all facets of financial services with special emphasis on investment portfolio design, retirement income security, college funding and estate planning.
David is proud of building long-term multi-generational client relationships centered on a foundation of trust, integrity and accountability. He is passionate about helping clients create a customized vision toward the realization of each of their unique dreams and individual goals.
David holds the designations of Chartered Retirement Planning Counselor (CRPC) and Chartered Mutual Fund Counselor (CMFC) from the College of Financial Planning. David has been listed in Orange Coast Magazine as a Five Star Wealth Manager (2011-2015).* He is FINRA Series 7, 66 registered and California Department of Insurance licensed.
David is a graduate of the University of Redlands with a bachelor degree in Business Administration. He is an active member in his community volunteering time and treasure with Crean Lutheran High School in Irvine, CA. David resides in South Orange County and enjoys live music, sporting events and “adrenaline fueled travel” with his wife and three daughters.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc