CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Expert
• Member of the American Tax Planning Institute

After successfully owning and operating 10 multi-family apartment buildings in New York City, David became an expert in Real Estate and using safe, positive leverage to build long-term wealth. Today he uses these same principles, coupled with some of the most brilliant financial minds, to provide a tax-advantaged package of wealth to his clients and their families that outperforms some of the largest commercial shopping centers. David is a member of the American Tax Planning Institute. He resides in San Diego, CA with his wife and four children. When asked his profession, David simply states "I'm a developer of money". After successfully owning and operating 10 multi-family apartment buildings in New York City, David became an expert in Real Estate and using...

In 2017, Robert graduated from the University of California, San Diego with a bachelor's of science degree in Physiology and Neuroscience. Robert's interest in Neuroscience started when he was growing up, seeing his grandfather, Robert Sr. , confined to his body with an incurable Neurological disease. Since joining the team, Robert's role has been to identify opportunities where unnecessary wealth transfers take place. His exceptional analytical skill set, passion for learning, and creativity has inspired massive growth. A natural fact finder and quick-start, Robert has a passion for tailoring solutions to his client's retirement, business, and charitable funding goals. Neuroscience meets financial planning. In 2017, Robert graduated with honors from the University of California, San Diego with a bachelor's of science degree in Physiology and Neuroscience. Robert's interest in Neuroscience...