David Hankin

David has always aimed to provide his clients with solid tax-sensitive investment advice through his years in the industry. David offers deeply informed insights into strategies that aim to meet today’s challenges. David provides valuable guidance on the complex aspects of wealth management through coordination with clients’ tax and estate professionals.

It is important to David that his clients are comfortable with and understand their investments.

David is a graduate of California State University Sacramento with a Bachelor of Science in Business Administration and Marketing. David holds his Certified Financial Planner designation.

David joined the team to form GLH in 2001 because of its focus on meeting clients’ needs before all other objectives.

Locally, David has enjoyed serving on non-profit boards such as Sacramento Choral Society and Orchestra, and Citrus Heights Rotary Foundation.

David enjoys biking, sailing and hiking. David would like to visit all of our national parks.

Compensation method: commission and fee.