David is a senior Finance student at Cal Poly San Luis Obispo with a growing passion for wealth management and financial planning. Through his experience in wealth management at Brittingham Financial Group and capital raising at Polis Assist, he has developed a deeper appreciation for the relationship-driven side of finance. Understanding not only how financial opportunities are evaluated, but also how thoughtful planning and clear communication can make a meaningful difference in people’s lives.
David is especially grateful for the mentors, colleagues, friends, and family who have invested their time in helping him grow both personally and professionally. He approaches new opportunities with curiosity, humility, and a desire to learn from the people around him.
Outside of finance, David enjoys working on cars and learning about auto mechanics, spending time on the water, and fishing. Whether he is working through a mechanical problem, out on the ocean, or learning something new in finance, he enjoys the process of understanding how things work and continually improving along the way.