David Ford

As a Senior Financial Planner, David Ford takes pride in understanding the unique stories behind each client. By learning about their journeys and the challenges they’ve overcome, he collaborates with them to craft sustainable actionable plans for their futures. A firm believer in the power of continuous learning and persistence, David approaches his work with empathy, dedication, and a deep commitment to his clients’ success.

With nearly three decades of experience in the financial services industry, David remains inspired by the opportunity to help individuals achieve their dreams, build lasting legacies, and secure financial freedom.

Outside the office, David cherishes time with his wife, two daughters, and their playful Pomeranian puppy, Evie. An avid Harley-Davidson enthusiast, he enjoys hitting the open road—so don’t be surprised to spot his prized motorcycle in the office parking lot during your next visit.

Degrees:
Master of Business Administration (MBA) from Pepperdine
Certified Investment Management Analyst (CIMA)