David is responsible for trading the firm’s securities as well as conducting investment and macroeconomic research.
Prior to joining Planning Alternatives, David served as an Investment Analyst with a Broker-Dealer in Birmingham, MI. He was responsible for the investment analysis of client portfolios, market research, and advising affluent investors on advanced financial planning techniques.
David earned his Bachelor of Science (B.S.) with honors in Finance and Business Economics from Oakland University. David is currently in process of obtaining the Chartered Financial Analyst® (CFA®) designation.
What makes you good at your job?
My ability to absorb and retain information.
List three words that describe a successful journey:
Attainment, Enlightenment, Fulfillment
If you could be famous for 24 hours, who would you be?
Jim Morrison, because of his wild personality and unpredictable and erratic performances.
Describe one thing you loved growing up:
Summers spent at the Lake House with my Family.
Who is the most influential person in your life?
My parents, because of their unconditional love and belief in me.