David is a Registered Financial Advisor with a wealth of experience in the Financial Sector. His greatest passion is offering financial literacy so that people can plan and prepare for a better tomorrow.
With 28 years of experience in the Financial Sector, David started his career working in the Treasury Department of the Hilton Hotels Corporation. He successfully helped manage the Hilton Pension Plan, as well as the Employees 401 (k) plan. Recognized for his financial acumen, David was responsible for managing Hilton’s debt by working with domestic and international Financial Institutions. He developed an extensive knowledge, as well as invaluable experience, working with Revolving Lines of Credit, Private Placements, Medium Term Notes, Mortgage Securitization, Letters of Credit, and other Financial Instruments.
David’s experience extends to the Real Estate Industry. In 2000, he started and operated his own Real Estate Development firm – The California Ranchette Development Company. He spent twelve years designing and building custom homes in Riverside and Orange County.
David graduated from USC’s prestigious Marshall School of Business with a Bachelor’s degree in Finance. In addition, he obtained his Master’s Degree in Information Technology Management from Webster University.
David is the proud father of two children, 21-year-old Kaelyn and 18-year-old Jacob.
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment advisor. Member FINRA/SIPC. Cinergy Financial and IFG are not affiliated entities.
CA Insurance License #0I05793