Growing up in a low-income household and witnessing his parents struggle to make ends meet for a family of six motivated Dave early on in life to help others attain financial freedom through sound financial strategies.
After graduating from the University of California, Irvine, Dave was determined to join a financial services organization that shared his values and passion to help others. Once Dave met with Derek McDougall, the founder of One Pacific Financial Strategies, and learned about the company’s founding principles and vision, it was clear that he had found the organization he was looking for.
Dave understands that every client’s needs are unique, which is why his approach is to listen and understand his clients’ specific interests, concerns, and goals. Once the needs of his clients are understood, Dave works to help them achieve their goals through tailored, simplified, and sound financial strategies.
Outside of the firm, Dave enjoys reading, watching Formula 1, and spending time in Newport Beach with his girlfriend.