His fascination with buying and selling baseball cards as an eight-year-old grew into an interest in investing in stocks.
Joined Lido: 2016
Homebase: San Diego
Professional Focus: He treats every day as a new learning experience. He focuses on his direct relationship with clients, keeping their best interests as a top priority, and going beyond to help meet their objectives.
Education: B.S., Managerial Economics, UC Davis.
Previous Work Highlights: He spent more than a decade with Fisher Investments working with clients and training other investment counselors.
Personal Facts: David enjoys the outdoors with his wife, Peggy. He loves cooking, wine, golf, and spoiling his dogs, Larry and Dioji.
