David

David: Email & Phone Number

Opt-Out
Chief Technology Officer / Wealth Advisor at Beacon Pointe|Newport Beach, California, United States

Position:

Chief Technology Officer / Wealth Advisor at Beacon Pointe

Location:

Newport Beach, California, United States

LinkedIn
View David's Email
Up to 10 free lookups. No credit card required.
Last updated: 2026-06-13
Updated: 2026-06-13

Found email addresses for David:

Business emails:
*l*@beaconpointe.com,
*l*@bpadvisors.com
Personal emails:
l********4@gmail.com

Found phone for David:

Searching for David profiles
0% completed

A different David?

Sign up to search for other David's across our 850M+ professionals database

Work Experience 26 years

Chief Technology Officer / Wealth Advisor at Beacon Pointe

Jun 2019 - Current

Wealth Advisor at Beacon Pointe

Mar 2018 - Current

Associate Wealth Advisor at Beacon Pointe Advisors

Apr 2015 - Mar 2018

Assistant Vice President, Operations & Technology at Beacon Pointe Advisors

Oct 2014 - Apr 2015

Senior Analyst at Irvine Ranch Water District (IRWD)

Oct 2012 - Nov 2013

Network Administrator at Irvine Ranch Water District (IRWD)

Dec 2009 - Nov 2012

Network Engineer at Sirius Technology & Communications

Dec 2000 - Apr 2007

David is proficient in English, Japanese, and Vietnamese. Their professional focus is Access, Analysis, and analytical skills across 3 core areas.

David holds Certified Financial Planner (CFP) certifications.

Education

Master of Business Administration (M.B.A.) at University of California, Irvine - The Paul Merage School of Business

High School at University High School

Bachelor’s Degree at University of California, Riverside

David Namesakes

Name
Company
Position
David
Director general
Get contacts
David
Frontend Engineer
Get contacts
David
Taktiqa Capital
Co-Founder
Get contacts
See more profiles

Other employees at Beacon Pointe

Name
Company
Position
Alexandra Vrancic
Practice Management & Communications
Get contacts
Luke Amdursky
Incoming Intern
Get contacts
Dan Stedman
Client Services Associate
Get contacts
John Carboni
Incoming Wealth Management Intern
Get contacts
Dillon Lane
Incoming Wealth Management Intern
Get contacts
Allison
Chief Marketing Officer
Get contacts
Craig Keller
Partner, Managing Director
Get contacts
Shannon
Chairman, Co-Founder
Get contacts
Ryan Gould
Private Wealth Management Intern
Get contacts
Michele Sarna
Partner, Managing Director
Get contacts
See more profiles

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP