David Wootton - Vice President Financial Advisor at Wealth Enhancement

David Wootton

Vice President, Financial Advisor

CEPA®, AIF®

Office Information


Request a Meeting

Team Office

David’s Locations

3 Hamilton Landing Suite 260
Novato, CA 94949
(415) 382-2500
Show Map and Locations

About David

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† 1
  1. † Advisory registrations are held with Wealth Enhancement Advisory Services.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

  • Current Your info
  • Contact
  • About you
  • Confirm
1 of 4

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.