After growing up in San Jose and graduating from Bellarmine College Preparatory, David earned a BS in Finance from the University of San Francisco. His career launched at the San Francisco office of Merrill Lynch Wealth Management in 1996. His practice focused on working for Silicon Valley executives with large concentrated positions of “company stock.” David now focuses on working with wealthy families and business owners in developing customized wealth management strategies. David emphasizes cash flow analysis and risk assessment when implementing his disciplined investment process. David also leverages the vast resources at Merrill and the banking convenience of Bank of America by partnering with firm specialists to help clients with their banking (including primary residence, vacation and investment property financing), insurance and estate planning needs. In 2009 David transitioned to the Walnut Creek office of Merrill Lynch Wealth Management. He resides in Moraga CA with his wife Shannon, daughter Catelyn and twin sons Dylan and Giancarlo. When David is not in the office he is usually coaching one of the kids’ sports teams or hacking it up at the Moraga Country Club.

*Merrill Life Agency's California License Number 0522776 *Banking and Financing Services are through Bank of America, N.A. (NMLS# 558020)
Cyber-Sleuthing me can only go so far. I look forward to the opportunity of meeting with you in person to determine if we have the chemistry for a mutually beneficial relationship!