Financial Advisor

David joined Marine Street Financial as an intern in 2021 and decided to stick around full-time as a Financial Advisor after graduating in 2022. He specializes in financial planning and tackling complex transactions, such as annuity purchases, which may not sound exciting to everyone—but he truly enjoys them. 

David holds Series 7 and 66 registrations through LPL Financial, as well as a California insurance license (#4297328). He graduated from the University of San Diego with a double major in Finance and Real Estate.

Outside of the office, David can usually be found playing volleyball at the beach or soaking up the San Diego sun. He knows how to work hard while still taking full advantage of the coastal lifestyle.