David Schauer
Financial Advisor
CFP®, CFA, MSFA
David Schauer is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning CounselorSM (CRPC®), and a Chartered Financial Analyst (CFA®). The Chief Market Strategist for Allworth Financial, David holds a Bachelor of Science degree in Managerial Economics from the University of California, Davis, and has earned a Master of Science degree in Financial Analysis from the University of San Francisco. Outside of work, David enjoys spending time with his family.
The thing I enjoy most about being a financial planner is the creative problem solving sometimes necessary to help people reach their goals.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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