Dave Allen is a Wealth Advisor and Partner for Vivaldi Capital Management San Diego. He has 38 years of experience in the financial services industry and held branch manager positions at several major Wall Street firms. As a result, David offers a unique skill set in today’s financial world.
In his role, Dave helps Vivaldi clients with all facets of financial and retirement planning. His end goal is to bring more meaning and significance to the personal and financial lives of his clients and co-workers.
After attending the University of Utah, Dave spent 16 years in Anchorage, AK where he managed the EF Hutton office. He was a complex manager for Merrill Lynch and a branch manager for Morgan Stanley. Dave has been active in every community in which he has lived holding board positions with Chambers of Commerce, Rotary, and numerous non-profit entities.