David R. Penniall, CFP®, AIF®, GFS™
Senior Wealth Manager, President & CEO, Registered Principal Financial Advisor
David began his financial services career in 1982 following an undergraduate degree from UCLA and seven years of professional baseball. David earned licenses in securities, insurance, real estate and then in 1985, his CERTIFIED FINANCIAL PLANNER™ professional certification. In 1997, David started Penniall & Associates, where he has provided comprehensive financial services to a wide range of individuals, corporations, small businesses, self-employed persons and professional athletes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.