707 Commons Drive, #101C
Sacramento, CA 95825
David has been a financial advisor with SGC Financial and Insurance Services, Inc. in Sacramento, California for over 22 years.
He is a long-standing member of NAIFA and MDRT, as well as a founding member of Sacramento Professional Associates of VISTAGE, world's largest CEO membership organization.
passionately supports his
clients to develop a cohesive, comprehensive financial direction-one that may address cash flow awareness, net worth enhancement, asset accumulation, risk management, tax mitigation, estate planning, with clarified attention to intentions, goals, and aspirations.
is well versed in creating business plans and strategies, including business continuation, executive benefits, and group benefits for a wide variety of business owners, including sole proprietorships, partnerships, and corporations.
A passion for mountain climbing was awakened twenty years ago with a first unsuccessful climb of 14,162' Mt. Shasta.
11 subsequent climbs, along with summiting a variety of 19,000'-23,000' peaks in Africa, South America, and Alaska, as well as aspiring to climb all fifteen 14,000' summits in California, are his
expression of living life fully.
speaks enthusiastically to various groups about the lessons learned-metaphors for lessons that determine the success and/or failure of your business or life.
aspires to overall well-being, reflected in a Balance of professional, personal, and spiritual interests, as well as a physical fitness program, including circuit training, yoga, aerobics, racquetball, skiing, and mountain climbing.