David Fung
David's financial planning journey began in summer 2020 in the midst of the pandemic when families in all walks were financially impacted. His strong passion in personal finance motivated him to become a Financial Advisor and a driving force in improving the financial well-being of others. He also actively participated in financial planning pro bono events at local libraries in the Bay Area. He is currently a licensed investment advisor representative and a CA insurance agent.
David has a Master Degree in Chemical Engineering from Stanford University and has been serving the Semiconductor industry in the Silicon Valley for over 20 years. He is also a compassion leader in serving the local community. He regularly volunteers at food distribution events at local churches, serving hundreds of families each time.
He enjoys traveling with his wife Teresa and his two sons Tobey and Casey, and playing golf with his friends.