
Principal & Financial Advisor
With over three decades of experience in financial planning and investment management, David brings a wealth of knowledge and strategic insight to Leverage Planners Wealth Management. After founding No Bull Financial in 1997—now Leverage Planners—he has remained dedicated to helping clients build, protect, and sustain their wealth. His background as a professional portfolio trader and his double major in business administration and psychology from San Diego State University give him a unique approach to financial advising, blending analytical expertise with an understanding of human behavior.
David is a Series 65 licensed Investment Adviser Representative and a licensed Life & Health Insurance Producer in the state of Washington. He leads the Leverage Planners advisory team in providing fiduciary, client-first guidance across income, investment, tax, healthcare, and legacy planning strategies.
A lifelong athlete, David played center for the SDSU football team and was a key player on the 1987 national collegiate championship rugby team. His passion for teamwork and resilience carries into his financial advising philosophy, where he helps clients cultivate long-term financial security. David and his wife, Joanne, are proud parents of two sons, Chenyang and Trinny. While Joanne, our accountant, enjoys managing the numbers, David focuses on helping clients cultivate, grow, and maintain their wealth with confidence.