MISSION STATEMENT 

Help our clients to protect, manage and grow their personal, business, and family assets in the most tax advantaged manner possible, through a comprehensive, integrated, financial planning process.

INVESTMENT PHILOSOPHY

The cornerstone of our investment philosophy is to preserve capital and to reduce risk. Therefore, to achieve our primary goal we do not seek to obtain the highest possible returns. Instead, our overall goal is to provide for our clients a steady rate of return over an extended period of time, in a well diversified financial plan, without taking excessive risk.

MEET DAVID BREITWEISER

David is a proven leader in both the Financial Services Industry as well as the community of San Diego. David assists his clients in achieving their long-term financial goals and objectives. His primary area of concentration is fee-based financial planning, which involves individual retirement solutions, risk management, and asset allocation. David adds value to his clients by educating them on the concepts and strategies that go into the development of their financial plan.

David earned his Bachelor of Science Degree in Business Management from The University of Phoenix. A military veteran, David served eight years in the U.S. Coast Guard, specializing in Search and Rescue and International Law Enforcement. David enjoys serving his community and has served as both Past President of the Rancho Bernardo Sunrise Rotary Club and the Honorary Mayor of Rancho Bernardo. In his spare time, he enjoys spending time with his family, mountain biking, motocross riding, skiing and hiking.
David lives in Rancho Bernardo with his wife Kari and their two young children, Maddie and Jack, and their dogs, Elke and Gigi.