David Hart, CF2

About David Hart

David has over 25 years of extensive financial services experience as an Investment Advisor Representative. He holds a Series 65 license and life-only and accident and health licenses in California (#0D42046). This experience allows him to provide a wide variety of retirement and estate planning strategies. David is originally from Yorkshire, England, where he was a financial advisor for twelve years before he moved to the U.S. For over 25 years, David has been a financial advisor in the U.S. and continues helping his clients “retire and stay retired.”

His primary focus is strategizing with his clients to visualize a complete picture. David works hard to understand his clients’ goals and objectives and then ensures they are on track to meet those objectives.

Married for 39-plus years, David has three children and, in his spare time, enjoys volunteering as a soccer coach and is known to play a few games himself.