United States, California, Westlake Village - 07/08/2019 — Manchester Financial is excited to announce that David Brant, CFP®, is celebrating his five-year anniversary with the Manchester Financial team. David is a Senior Financial Planner at Manchester Financial and specializes in working with local clients who need assistance with financial and retirement planning.
“David has been a fantastic and valuable member of the Manchester Financial team and we’re so excited to see what the next five years will bring for him,” said Robert Katch, President of Manchester Financial.
David began his investment career in 2001 in New York City at JNK Securities where he worked with large institutional clients and hedge funds, and also served as a trader on the floor of the NYSE. He moved to California in 2004, where he continued his work as an asset manager for companies like Arden Realty and CIM Group. He also served as an Associate Director of Finance and Accounting at Marriott International before finding his home with Manchester Financial in 2014.
David graduated from the University of West Florida with a double major in Finance and Accounting. He earned an M.B.A. at UC Irvine.
David is a member of the Financial Planning Association (FPA), Los Angeles Chapter, and is passionate about continuing his education as a financial planner to grow within the profession.
“David has made such an incredibly positive impact on our team, and on the lives of our clients. It’s always an honor to see someone as hard-working as he is continue to grow with Manchester Financial,” said Alan Hopkins, Chief Economic Strategist of Manchester Financial.
About Manchester Financial:
Founded in 1990, Manchester Financial provides savvy financial planning and astute portfolio management. Focused on protecting and growing their client’s lifestyles, they seek to always do what is right by meeting the unique needs of each client and consistently delivering superior results through their knowledge, experience and wisdom. Their goal is simple: to make sure that their clients’ decisions are Powered by Planning®. Learn more at www.manchesterfinancial.com.
Manchester Financial is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Consult with a qualified financial advisor and/or tax professional.
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