O: 925.476.5077
E: ddroppo@threeoaksag.com

Areas of Expertise: Multi-generational wealth management | Collaborative divorce financial planning | Comprehensive planning for physicians

David works closely with families to solve complex financial issues by creating tailored strategies that reflect client’s personal values.  He specializes in taking a prudent and thoughtful approach to ensure the wealth and well-being of families are secure.  Stewarding some of the most creative, ambitious and successful clients creates complexities requiring sound guidance.

David is a Certified Financial Planner™ practitioner and Certified Divorce Financial Analyst™.  Most clients are referred by other professionals during significant life events – divorce, loss of a loved one, or retirement.

David and his wife, Annalisa, live in Walnut Creek with their daughters Olin and Linnea.