Dave has been serving individuals and families for nearly a decade. He is currently a Financial Planner at Falcon Wealth Planning where he works directly with clients to help them realize their financial objectives. His client-first approach emphasizes education, trust, and actionable solutions tailored to each individual’s unique financial journey.
Before working with a fee-only advisory firm, he held his FINRA Series 7 and 66 licenses where he served as a financial planner at Charles Schwab and TIAA.
Dave takes on pro bono financial planning engagements aimed at helping people who are behind on retirement savings or are in their early stages of building for retirement. Dave received a Bachelor of Science degree in Finance from the University of Nevada – Las Vegas. Dave and his wife Samantha have been happily married since 2021 and have a daughter named Sunny.
