David Wells

Shareholder
Vice President – Fixed Income
Registered Representative
949-506-1000 x 705

David is firmly committed to long-term client relationships and through financial planning helps his clients with retirement, education, estate & insurance planning strategies. Through job changes, divorce, births and deaths he works with his clients to make sure their investment strategy and financial plan continue to be tailored to their specific needs. David is a Specialist in working with the Bond Markets and the unique financial planning opportunities presented there.


David enjoys surfing, French press coffee, running with the bulls and jai-alai.