David Daley
Junior Financial Advisor
David grew up in Southern California, where he still lives today with his wife and two children. Years working in the trades and in the metal industry taught him the value of hard work, and the value of working with great people. In 2020, his wife inspired him to follow his passion for financial planning. David knows that running a business is a full-time job and working with the right team increases the chances of success, helps to avoid pitfalls, and brings peace of mind. David’s mission is to better provide for his family by helping employers, employees, and families make effective financial decisions with confidence.