AlphaCore Wealth Advisory
David’s focus at AlphaCore Wealth Advisory is investment research analysis and trading operations. Before Joining AlphaCore, he worked as a Financial Analyst with Orin Green Financial since November 2016. Prior to his time with Orin Green, David was a Portfolio Analyst and Trader with Pure Financial Advisors. David also previously worked as a Trading Representative and Relationship Manager for TD Ameritrade Institutional starting in 2008.
David earned his Chartered Financial Analyst (CFA) designation in 2015, and has a BA in Economics from California State University Chico.
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AlphaCore Wealth Advisory
At AlphaCore, they employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, AlphaCore believes alternative investments should also be incorporated in order to properly diversify a portfolio.