Spotlight Asset Group, Inc.
David Tsow, currently the Managing Director at Spotlight Asset Group, Inc., has a strong background in finance and investment with experience as a Financial Advisor at both Merrill Lynch and Morgan Stanley. With a Bachelor of Science degree in Cellular and Molecular Biology from San Diego State University, David's expertise and leadership have been demonstrated in various roles, including Vice President-Financial Consultant at Charles Schwab.
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Spotlight Asset Group, Inc.
At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate planning services. We created Spotlight because we saw a need in the financial services industry to provide clients with complete transparency into their overall financial situation. Our team is dedicated to serving our clients by adhering to three guiding principles: transparency, technology, and total wealth. We do that by offering an easy-to-understand flat fee structure and by using the latest technology to give our clients 24/7 access to up-to-date financial plans and a comprehensive picture of all their accounts, whether they are managed by Spotlight or not. We also provide customized investment solutions for each client rather than forcing our clients into a single model portfolio. *Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.