800.725.1622, ext. 106
Direct and text: 619.452.1329

Meet David

David Smith, Wealth Management Advisor
Napa, San Diego and Park City Offices

Dave is great at taking a pile of paperwork and uncertainty and turning it into a stress-free retirement plan. He is able to do this from his knowledge and experience from over 18 years in the accounting and finance industries. Dave has a unique background that starts with attending an American school while growing up in Buenos Aires, Argentina. From there he went on to study Accounting at the University of Utah. Dave transitioned to a financial advisor with Total Wealth Management, Inc., before joining Elevage Partners in 2014.

“That moment when I see the client’s shoulders relax and they start to breathe easier and gain confidence in their plan… that’s the good stuff, knowing they will be sleeping better at night.”

When Dave is not busy helping clients plan for retirement he enjoys spending time with his family, golfing, cycling, snowboarding, camping, hiking and fishing. He is also grateful to have the opportunity to work with and support Jewish Family Services Food Mobile, Child Fund International and Hope for Paws.