"I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it." - Mark Singer

Dave is a Senior Wealth Manager at Copley Financial Group. He enjoys meeting clients and providing them with investment and retirement strategies customized to their current and future lives. He delivers over 25 years of investment management practice to his clients. He has hands-on experience in wild bull and bear markets and every market environment.

Before joining Copley Financial Group, Dave provided pension investment strategies for blue-chip institutional investors, including several S&P 500 companies, international investment managers, and state and local pension systems. He earned an MBA at the UCLA Anderson Graduate School of Management and a BS at UC Davis.