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David has been in the financial services industry since 2007. His area of expertise involve fee based consulting for both employee retirement plans and individual investors. He holds both his Series 7 and Series 66 FINRA registrations with LPL Financial as well many industry designations such as Chartered Retirement Plan Specialist, Accredited Investment Fiduciary and Professional Plan Consultant. David was also nominated as one of the 300 Most Influential Retirement Plan Advisors in 2010 by PlanSponsor Magazine. (Based on nominations from industry peers and quanitative factors, including number of plans and dollar value of plan assets under advisement.) These designations and accolades indicate the high level of proficiency David has when it comes to seeking to provide clients with the optimal solution for their retirement planning needs.
In the news
- Morehead Named to 2016 Financial Times 401 Top Retirement Plan Advisers
- 2015 Financial Times Top 401 Retirement Plan Advisors List
- NAPA Unveils 2016 Class of "Young Guns", the Top Retirement Plan Advisors Under 40
David holds a Bachelor of Science Degree in Management Science from the University of California San Diego. His education there provided him with in depth knowledge of statistical analysis, economic theory and business management that he has parlayed into a career where he uses these skills maintain a high level of client satisfaction. Financial Consultant holds s7 and registered with LPL Financial as a representative.
CA Insurance Lic. #0F73156
Outside the office, David is very active in the San Diego baseball community. He played competitively at all levels of the game across the nation for 21 years before beginning to coach youth baseball teams in the area. He currently lives in Escondido with his wife, Miranda, and their two Basenjis, Puma and Elvis.