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David Lundquist - Managing Director, Senior Wealth Manager

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David Lundquist

David Lundquist

Managing Director, Senior Wealth Manager

San Diego, CA

David Lundquist - Managing Director, Senior Wealth Manager

David Lundquist

Managing Director, Senior Wealth Manager

San Diego, CA

His fascination with buying and selling baseball cards as an eight-year-old grew into an interest in investing in stocks.
Professional Summary

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.

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.

Education & Certifications

B.S., Managerial Economics, UC Davis.

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David Lundquist

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.