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David graduated from UCLA with a Bachelor’s Degree in Economics and from Cal Poly San Luis Obispo with a Masters Degree in Finance. David joined the firm in 1981.  Shortly thereafter he established an office in San Luis Obispo, California which has subsequently grown to become the largest plan administration firm between Los Angeles and San Francisco, presently maintaining over 1,700 qualified retirement and Section 125 cafeteria plans throughout the United States.  David is married with four sons and enjoys golf, skiing and sailing in his free time.