Experienced Financial Advisor with more than 10 years active in Financial Planning, Insurance and Risk Management, including strategic and tactical portfolio development and execution, and business owner succession, exit and transition planning, Pension and Defined Contribution Qualified Retirement Plans.
FINRA Series 7, 66, Life Insurance, Health Insurance & Variable Products
Cambridge Financial Partners, LLC. | Newport Beach, CA Financial Advisor, 3/2012-present
Previous Financial Services Experience: Ameriprise Financial (Alpharetta, GA), Massachusetts Mutual (Newport Beach, CA), PMB Securities Corp (Newport Beach, CA), AIG Financial Advisors (Mission Viejo, CA), AXA Advisors (Irvine, CA)
Five years consulting with business owners and C-Executives, including expert witness testimony in twenty-five state and federal hearings, on retail dealer operations, dealer and market development. Thirty years automotive manufacturer and importer experience, rising to level of corporate vice president and national corporate manager.
Investment Advisor Representative, Southern California (2004 - Current), San Clemente Rotary Club, Member (2008 - Current), Prov. District Manager, Irvine, AVP (2009 - 2010), Financial Planner, AVP Newport Beach (2004 - 2005), West Point Society of Orange County, Board of Directors (2004 - 2009)
Bachelor of Science Degree with emphasis in Engineering, 1964 United States Military Academy | West Point, NY
Certificate Courses in Personnel Management, Dealership Management, Used Vehicle Management, Financial Statement Analysis, Dealership Accounting, Public Speaking
Dave and his wife, Beth make their home in San Clemente, California. In his free time he enjoys time with their sons and grand children, golfing, travel, and reading.