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 Best Financial Decision You Ever Made Likely Had Nothing to Do with Money
The choices that shaped your wealth the most weren't always the ones that looked financial at the time.
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The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy
Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …
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Leaving the Workforce Early? 3 Things to Get Right Before You Go
For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …
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