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


You’ve Built Wealth… Now What? A Guide for High-Net-Worth Households

Growing wealth is one thing. Managing it well is another. Here’s how to make that shift with confidence.

Read more
7 Things to Consider Before Buying a Second Home (Yes, Even If You Can Afford It)

A vacation home can elevate your lifestyle, but it also reshapes your wealth in ways worth understanding. Here are the key considerations before you …

Read more
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.

Read more