“david”

David, CFP (R)

Often students and their families face a challenging problem – the expense of paying for college. Our Financial Planner, David, is a specialist in college planning, offering education and advice on financial aid, education savings plans, tax reduction strategies, cash flow enhancement, gifting and loan strategies. David’s professional credentials include Registered Investment Advisor, California Registered Tax Preparer and California Life Insurance Agent. Prior to providing personal financial planning for College Connections, David served in senior-level positions at a cross section of entrepreneurial, high-growth, and Fortune 500 companies. David's education includes graduating from the Personal Financial Planning Program at the University of California, Santa Cruz, a Bachelor of Science from the University of Sussex in the United Kingdom, and Graduate Studies in Management at Ealing College, London. In addition to working one- on- one with College Connections families, David is a frequent public speaker, educating groups about the numerous components of college financial planning. David's work with College Connections' families' increases their ability to pay for college and still retire on-time.