David has been helping clients reach their long-term financial goals since 2006. A Certified Financial Planner Professional (CFP®), and Certified Financial Fiduciary (CFF®), David is a trusted advisor who brings more than 15 years of experience in the financial planning industry to Newport Wealth Advisors. He has a passion for making a positive impact through financial planning. He enjoys helping people make smart financial choices to achieve their goals and live their best life.
Previously, David volunteered at Ronald McDonald House and at the South County Food Bank. In his free time, David enjoys travel, stand-up comedy, music, and spending time outdoors with his wife and two children.