David Gaon

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For over 32 years, two traits have best expressed David’s appeal to his clients: integrity and independence. Without bias or proprietary products, and in understandable terms, he shows his clients ways to make money and reduce taxes. Most important, he values his reputation for unquestioned integrity more than any fee or commission and places his clients’ interests above his own. David earned a Juris Doctor (law degree) from the University of Denver Law School. Add to that over 32 years of experience in investments, plus a caring manner, and you have an advisor worth standing in line to see. His personal interests include baseball, politics and reading. David has lectured widely on financial topics and taught numerous investment courses. Among the places he has taught are the University of California, Irvine, Irvine Valley College and the City of Tustin Adult Education Program. He has spoken to hundreds of members of the California Public Employees Retirement Program and employees of many private businesses. He lives in Laguna Woods, CA with his wife Marcie.