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David M. Choi

David M. Choi

Wealth Advisor

David graduated from Purdue University with a Bachelor of Science in Business and Finance. He focuses in employee and executive benefits, retirement planning, investment management and insurance planning. He is dedicated to providing sound financial guidance to his clients. Outside of his work, David enjoys a round of golf and serves as the worship leader for Crossway Community Church in Orange County. David looks forward in helping you identify your financial goals, and assisting in making well-informed investment decisions.

Specialties: Employer Sponsored Plans, Employee and Executive Benefits, Retirement Planning, Investment and Risk management, Insurance Planning, Estate Planning.

David is a registered representative with LPL Financial.