Meet Our Team

Photo of David Brecher, ChFC<sup>®</sup>

David Brecher, ChFC®

Financial Advisor

David Brecher is a financial advisor with over 30 years of experience in the insurance and financial services industry. With a background as a former CPA and tax accountant for regional and national firms, David possesses a unique skill set that enables him to assist his clients in many areas of financial planning and wealth accumulation.

David is insurance and securities licensed in various states throughout the US, including California, Nevada, Arizona, Oregon, New York, New Jersey and Pennsylvania.

David has built a reputation for delivering exceptional financial guidance to his clients. As the leader of a dedicated team, he is committed to helping individuals, families, and businesses clarify, prioritize, and achieve their financial goals.

David's approach centers around comprehensive financial planning, asset management, and strategic acquisition of financial products. By employing a holistic perspective, he ensures that his clients receive personalized strategies tailored to their specific needs. His aim is to empower clients with the knowledge and understanding of their opportunities, enabling them to make informed decisions about their financial future.

One of David's core values is building strong client relationships based on trust, integrity, and transparency. He takes the time to understand each client's unique circumstances and aspirations, allowing him to create customized plans that align with their long-term objectives. With a genuine commitment to client satisfaction, David and his team go above and beyond to provide ongoing support and guidance throughout their financial journey.

Beyond the immediate financial considerations, David recognizes the importance of protection and legacy planning. He takes great care in ensuring that his clients' families, businesses, and charitable endeavors are safeguarded and positioned for long-term prosperity.

David and Emily, his wife of almost 30 years, reside in Los Angeles, where they raised their children, Lucas and Sarah. David has been involved in several charities and industry boards where he has given his time, resources and his knowledge. David enjoys traveling with his family, snow skiing, hiking, biking, and spending time at the beach.