Dave began his financial services career in 1982 following an undergraduate degree from UCLA and seven years of professional baseball. Dave earned licenses in securities, insurance, real estate and then in 1985, his CERTIFIED FINANCIAL PLANNER™ professional certification. In 1997, Dave started Penniall & Associates, now branded as Bridge Advisory, where he has provided comprehensive financial services to a wide range of individuals, corporations, small businesses, self-employed persons and professional athletes.