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 Affordability Isn't the Question Anymore, That's When Things Gets Interesting
Lifestyle creep doesn't break anything. It just quietly reshapes the assumptions underneath everything else, usually before anyone thinks to look.
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Why a Real Financial Advisor Matters in an AI World
AI can be a powerful tool, but when it comes to building a personalized, adaptable financial plan, there’s no substitute for the judgment, …
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The Hidden Risk of Letting Taxes Lead Your Investment Decisions
If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.
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