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David McQuade

With over 25 years’ experience in the financial services industry, David has developed a niche in working with the legal community, in addition to all business owners, to address their complex corporate and financial planning needs including:

  • Non-qualified deferred compensation place installation and administration
  • Complex life insurance planning strategies
  • Investment and portfolio management

David received his Bachelor of Science degree from Central Michigan University and his Master of Business Administration from National University and currently carries the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP), and Chartered Advisor for Senior Living (CASL) designations.

David is also actively involved in his community and is a member of the San Diego Rotary, National Association of Insurance and Financial Advisors, San Diego Bar Association, Lawyers Club of San Diego, and the University Club of San Diego.

When not working with his clients David enjoys golfing, boating, and fishing.