David S. is a seasoned financial professional currently serving as a Sr. Financial Advisor at EverSource Wealth Advisors since December 2023, where the focus is on wisdom, planning, and aligning values for optimal investment and life returns. Prior to this role, David worked at Wise Wealth, LLC as a Financial Planner from 2018 to December 2023, emphasizing comprehensive financial strategies tailored to clients' long-term goals. David's engineering background includes positions as a Senior Engineer at Lockheed Martin and Avionics Engineer at SpaceX, where contributions were made to advanced aerospace projects. David holds a Chartered Retirement Planning Counselor designation from the College for Financial Planning and a Bachelor of Engineering in Electrical and Electronics Engineering from the University of Washington.
Sign up to view 1 direct report
Get started
This person is not in any teams