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Phone: 858.200.4250

David Morehead, CRPS©

Vice President

David has worked in the Financial Services industry since 2007. He has a passion for helping solve complex problems and delivering top notch service to his clients.

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David is a San Diego native. He lives in North County with his wife, duagters and their dogs. He loves enjoying the beautiful San Diego weather by fishing, playing golf or catching a Padres game.


  • Bachelor’s of Science in Management Science from the University of California, San Diego


  • Retirement Plan Consulting
  • Investment Management

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