David works with advisors to help them achieve their goals. David has extensive experience in helping advisors formulate their business from ideas to successful practices. David is a hands on person and cares about the advisors more than anything else. His focuses are: financial planning, teaming and diverse markets.
While working at MetLife, David qualified for Leader Conference three times as an advisor. He received Sales Manager Leaders Conference 4 times. He was also recognized as Sales Manager of the year in 2015.
David is a graduate of Boston University School of Management. He currently lives in Danville with his wife, Maureen. David is an avid soccer (San Jose Earthquakes & US National Team) and basketball (Golden State Warriors) fan. In his spare time, he travels around the country to go to games.
David also speaks fluent Chinese (Cantonese, Mandarin and Shanghaies).
Check the background of this investment professional on FINRA's BrokerCheck