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Client Portal

Meet Your Advisor

David Van OvereemDavid Van Overeem


David, a financial industry veteran of nearly two decades, works with his clients to deeply understand their situation and help them achieve their goals. He prides himself on a hands-on, comprehensive approach with a selective group of clients.

His responsibilities as Principal include ensuring that all areas of a client’s financial life are addressed, with an emphasis on extensive investment research. 

David holds the respected Chartered Retirement Planning Counselor - CRPC certification, which reflects his mastery of a broad range of financial planning topics.

He holds a Bachelor's Degree in Economics, from California State University Fullerton. He started his career in 1999 as an advisor with Ameriprise Financial‎.

David is active in the community, currently serving as volunteer of the Orange Park Acres Association.

In his free time, David enjoys playing the drums, spending time with his family and following Major League Baseball. His hometown is Orange Park Acres in Orange, CA.