David is a Senior Consultant at Navis. His passion is finding and employing loopholes and creative techniques to enable his clients to solve problems, capitalize on opportunities and otherwise accomplish their life’s goals. David has over 30 years of experience providing sophisticated wealth management services in the areas of estate planning, personal financial planning, charitable planning, business succession strategies, investment advisory and life insurance design. David also counsels foreign clients and resident aliens on cross border strategies and international wealth transfer. Prior to joining Navis, David was the managing partner of Citrin Cooperman Wealth Management and its succes