David is a Fee-Only Financial Planner, and Founder of BAY AREA PLANNERS, a registered investment advisor in the state of California, and CollegeMoneyCoach.com, an education website.
He advises clients on college financial planning, and on related issues of tax reduction and wealth preservation.
David's professional credentials include CERTIFIED FINANCIAL PLANNER™, and California Registered Tax Preparer.
His education includes graduation from the Personal Financial Planning Program at U.C. Santa Cruz, a B.S. from the University of Sussex in the United Kingdom, and a Diploma in Management Studies from Ealing College, London.
Prior to providing personal financial planning, David served in senior-level positions at a cross section of entrepreneurial, high-growth, and Fortune 500 companies.
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Bay Area Planners
19925 Stevens Creek Boulevard,
Cupertino, CA 95014-2358
Telephone: (408)725-7135
Email: david@baplan.com
