About
David began his career in 2009 after graduating with B.A. degree in Economics from the University of California, Los Angeles. He previously served as a Senior Wealth Advisor at Equius Partners before joining Wealth Enhancement Group in 2023, where he continues to help clients reach their financial goals. When not spending time with his clients, David serves as the Secretary and Treasurer of the Howell Conservation Fund, a 501(c)(3) non-profit based in Atlanta, Georgia. His involvement with the organization aligns with his vision of achieving environmental conservation solutions for the planet's sustainability issues. David resides in Marin County, CA, with his charming wife, Emily, and their furry companion, Ella, a golden retriever. He loves exploring California's scenic coastal trails with his family and indulges in his passion for sports by playing basketball and soccer with friends. David also eagerly awaits running the Dipsea each year, the oldest trail race in America.
Education
- BS - Economics, University of California-Los Angeles
Additional licenses and designations
- Series 65 Advisory Registration†
† Advisory registrations are held with Wealth Enhancement Advisory Services.
Resources from David Wootton
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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