David Wood is the founder and financial advisor at Wood Wealth Management, a firm dedicated to providing personalized financial guidance with a focus on helping clients transition from asset accumulation to income distribution in retirement. With a robust career spanning 25 years, David's journey in the financial industry began unexpectedly. Originally a physical therapist, he transitioned into finance, driven by a passion for self-improvement and a desire to achieve professional independence while maintaining a balanced lifestyle for his family.

A graduate of the University of Southern California and the American College for Financial Services, David holds prestigious designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). His finance career has evolved significantly over the years, starting in the life insurance sector, then expanding into mutual fund investing, collaborating with money managers, and later integrating comprehensive financial planning services.

David's favorite aspect of his work is educating his clients, simplifying complex financial concepts, and guiding them toward better financial outcomes. His conservative approach to finance, coupled with his reliance on well-regarded resources and planning tools, ensures that his clients receive a clear understanding of their financial status and are well-prepared for the future. His philosophy is simple: honesty, education, and a genuine desire to help shape his client's financial well-being.

Outside of his professional life, David is an avid triathlete, which he credits to keeping him vibrant and healthy. He is also passionate about personal development, college football, and enjoys long scenic drives, whether along the coast or through the heart of small-town America.

David grew up in the scenic San Lorenzo Valley, near Felton and Ben Lomond, and now resides in Santa Rosa, Northern California, maintaining strong ties to his roots in Santa Cruz. He is a proud family man, married to his wife, Kristen, and is a father to his adult children Meghan and Shane, and is a grandfather to Lincoln.