David has been in the Folsom office since 2004, providing frontline support for client assistance of incoming transfers, initial account setup, and maintenance. He is also responsible for preparation of reports for investment account rebalancing reviews and assists in placement of trades. David is a 2003 graduate of California State University, Sacramento, with a Bachelor of Arts degree.
The financial consultants of Green Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Titus Wealth Management, a registered investment advisor. Titus Wealth Management and Green Wealth Management are separate entities from LPL Financial.