David brings nearly 30 years of experience as a Financial Advisor, having spent the first decade of his career at Morgan Stanley. In 2007, he founded Lewis Asset Management in Lafayette, CA, where he has since built a reputation for providing personalized financial guidance.

David prides himself on being a good listener, a quality that allows him to truly understand the unique needs, concerns, and goals of his clients. This approach has been key to his success in helping individuals and families achieve long-term financial security.

Originally from a small town in Pennsylvania, David now resides in Lafayette with his wife and three teenage daughters.