David serves the True Wealth Clients as the Senior Financial Advisor. As the Principal of the firm, he is also responsible for the business strategy and day to day management responsibilities. Dave’s focus is on building deep relationships with his clients, in order to help guide them during life’s most impactful moments. As a licensed CERTIFIED FINANCIAL PLANNER™, Dave serves his clients as a fiduciary in their financial planning needs. Prior to joining True Wealth Advisory Group, David spent ten years serving as a portfolio manager for a boutique investment management firm in the Bay Area. During that time, he was a regular contributor to various financial publications, and frequently spok