David W. Bennett, CFP, CLU, CFS

David W. Bennett, CFP, CLU, CFS

Director of Compliance/ASO

What inspired you to become a financial professional?
In 1986 I met an elderly couple in Beverly Hills. Given the address, I expected an affluent couple in the big beautiful Beverly Hills home. Instead, I met a couple renting a room over a garage, with little in savings & living off Social Security. It made me really think about my parent’s future, my sister’s and my own! It was not the future I envisioned for anyone I knew. Almost immediately I saw a career motivation and wanted to help people avoid that situation or any other financial hardship.

What are your passions in life?
Leaving my little piece of the world a better place for me having been in it, hanging out with my sons & watching sports and talking about the world, spending time with my wife, Heidi, doing absolutely anything, & playing the guitar.