Also known as: DavidwithDMG
Business owner in the Pleasanton/Livermore area for 25+ years Mortgage Planner since 2000 Chairman of the Board - Pleasanton Chamber of Commerce 2003 Graduate Strategic Equity program - 2006 Chairman, City of Pleasanton Economic Vitality Committee Passed All Tests and Requirements to Become Certified Mortgage Planning Specialist, October 2005 Teacher for Financial Planning Association and California State Department of Insurance and gives continuing education credit toward renewal of certification. Became Certified Divorce Planning Specialist - 2008 David has frequently been referenced in the Pleasanton Weekly and Danville Weekly for his expertise in the financial field. Became Certified Mortgage Coach in 2010 Specialties Helping his client see what life will look like financially after a divorce and to help them protect their credit and assets throughout the process. Expertise in Mortgage Planning to maximize investment goals. Facilitate proper financial planning with CPA, Financial Planner and Attorney partners Manage purchase and re-finance mortgage transactions toward culmination of proper tax and investment goals.
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