David joined Halbert Hargrove in 2011. He says of his role at HH, “My work encompasses far more problem solving and life-coaching than I ever anticipated. I enjoy the challenge and reward of helping people through life-changing decisions.” David advises a wide variety of clients, including individuals, families, corporate retirement plans, family limited partnerships, and nonprofits. David is a Chartered Financial Analyst® charterholder (CFA). He was awarded this certification, noted for its rigorous curriculum, after he passed three sequential six-hour exams and earned four years of qualifying professional investment experience. David earned a B.S. i