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
The Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
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