David is a Senior Wealth Advisor and provides investment advice to his business management clients through the firm. He has over 15 years of professional experience in the financial services industry, advising high-net-worth clients on a variety of financial planning, investment, and tax-related issues. He is also a CPA and Partner with Goodfriend & Jacobs, a boutique family office, business management, and CPA firm located in Santa Monica.
Prior to joining Composition Wealth, David was a senior manager at an international entertainment business management firm servicing clients in the music, film, tv, and new media content industries. He started his career at a Los Angeles-based CPA firm in the audit and assurance department, spending several years completing financial statement audits and reviews of mid-size, privately held businesses in various industries and in the non-profit sector.
David holds a bachelor’s degree in accounting from San Diego State University and a Master’s degree in Taxation from California State University, Northridge.
- Is a Certified Public Accountant
- Is a member of both the American Institute of Certified Public Accountants and the California Society of CPAs
Active Licenses:
- Series 65
Fun Facts
- Served in Bolivia as a Micro-Enterprise Development volunteer for the United States Peace Corps
- Was a foreign exchange student in Argentina during his senior year of high school
- Is an active member of the SDSU Aztec Mentor Program
Location
- Los Angeles, CA (HQ)
