David Harris

dave@wealthpreservationllc.com

David joined Wealth Preservation in 2007 after an extensive background in the financial services and real estate industry. David specializes in advanced life insurance design and funding techniques as well as asset protection strategies and retirement distribution planning.

David works hands on with clients from start to finish and provides innovative planning options that are available in a simple and easy to understand manner.

David is a qualifying Member of Million Dollar Round Table (MDRT), a member of Top of the Table and Court of the Table, the Premier Association of Financial Professionals. He is also an active member of the National Association of Insurance and Financial Advisors (NAIFA).   

David is a graduate of San Diego State University with a BA in Graphic Design. Born and raised in Southern California, he enjoys playing golf, surfing, mountain biking, tennis, traveling and spending time with his wife Stacy and his two dogs Bailey (English Bulldog) & Jaegger (German Shepherd) .  David and Stacy are also expecting their first child, a baby girl, in January 2011.  David also spends his time giving back to local charities throughout San Diego and Southern California.