Our team is disciplined, focused, and ready to assist you on your investment journey
Financial Analyst / Wealth Manager
David is the founder of DFS Capital Management, and a CFA Level 2 candidate.
He is currently enrolled in the Certified Financial Planning program at the Boston Institute of Finance
and has received his Financial Planning and Wealth Management Certification from the Corporate Finance Institute.
David also holds a Bachelor's degree in Business Administration from the University of California Riverside.
He is a licensed Investment Advisor in the state of California, and sits on the Board of Directors for the
Los Angeles Chapter of the National Association of Insurance and Financial Advisors (NAIFA)