HCR Wealth Advisors
10866 Wilshire Blvd.
Los Angeles, CA 90024
West LA III
Investment Security Corporation Registered Representative
Licensed Securities Broker with FINRA
Fully Licensed California Life Agent
Member of NASD/SIPC
Dave has been with HCR since 2000. With over 20 years of knowledge in the finance industry, Dave specializes in comprehensive financial planning through ongoing detailed analyses of his clients’ estate and lifestyle goals and objectives. This in-depth understanding allows him to create and monitor customized investment portfolios for each client and establish long-lasting client relationships.
Prior to joining HCR, Dave worked at Paine Webber, where he focused on asset allocation. Before that, Dave launched three startup ventures, including a software development company.
Dave received his degree in Finance at U.C. Berkeley.