About David

Since 1995, David Wood has been helping clients realize

their financial goals. He entered this profession to make

an impact and a difference in his clients’ lives.

David’s process involves providing his clients with the

information, advice and alternatives they need to make

the best possible decisions about their financial future. Taken into

consideration are the areas of investment and retirement planning,

estate planning, insurance risk analysis, and when applicable,

business succession planning. He partners with other professionals

with different specialties to collaborate and help educate his clients.

During this process, the client gains greater appreciation of their

financial situation and the impact various options can have on the

financial well-being of their family. In essence, he helps clients build

“moats around their castles” by aligning them with a team of

professionals, providing options and solutions to further expand and

strengthen their financial position.

David graduated from the University of Southern California

with a Bachelor of Science in 1988. He played on the USC Baseball

team, and he still enjoys baseball today as he manages little league

teams for his son. He has participated in the sport of Triathlon since

2000 and has completed over 50 races, including Ironman Canada

in British Columbia.  David likes to play golf and read as well.  He lives in

Santa Rosa with his children,Meghan and Shane.

Professionally, David has the Chartered Life Underwriter, the

Chartered Financial Consultant, and the Chartered Retirement

Planning Counselor designations from the American College. He is

a qualifier for the  Million Dollar Round Table* and received the Lincoln

Financial Advisor’s New Organization Leading Producer Award in 2009.

*To qualify for the Million Dollar Round Table, members must meet a certain level of premium, commission or income during the year.  For details, please visit http://bit.ly/2eFx0ex