David Waisbein

Financial Adviser at Morgan Stanley Smith Barney in Menlo Park, CA

About

David Waisbein is a Senior Vice President and Senior Portfolio Manager. He is a fee only advisor and is a big believer in the planning process before recomending any investments. He is the senior leader of the Waisbein-Herrick group. His partner Matthew Herrick is a Chartered Financial Analyst (CFA). Both have earned a Juris Doctor (JD).

Address
Sand Hill Commons, 2882 Sand Hill Road Suite 200 in Menlo Park, CA 94025
Info
Languages: English, spanish
Year started: 1990

Reviews

Peer Endorsements

Best Answers

David Waisbein has not answered any questions.

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 7
Series 65
License # CRD2075349
Series 63
License # CRD2075349
California Life Agent
License # OBO1868

Accomplishments

Awards

Top Wealth Advisor
Top Wealth Advisor in SF Bay Area
Top Wealth Advisor SF Bay Area
Top Wealth Advisory Team SF Bay Area

Publications

No Publications listed.

Speaking Engagements

Financial Strategies for Successfull Retirement

Background

Experience

Registered Investment Advisor
Senior Vice President-Wealth Management

Education

Thomas Jefferson School of Law

Disclosure

No disclosures...no complaints since start of carreer