Director, Senior Wealth Manager
David Lundquist joined Lido Advisors in 2016. His interest in financial advising began with an early hobby – running his own baseball card business at eight years old. The market for buying and selling baseball cards fascinated David, as he eventually drew similarities to investing in stocks. Carrying these learned principles for investing, he entered the finance industry 20 years ago. David treats every day as a new learning experience, focusing on a direct relationship with clients. Keeping their best interests as a top priority, he always acts to meet client goals and objectives even beyond solutions he can help advise. He holds his Series 65 and received his Bachelor of Science degree in Managerial Economics from UC Davis. In his spare time, David likes to enjoy the outdoors with his wife, Peggy. He loves cooking, wine, golf, and spoiling his dogs, Larry and Dioji.