Financial Professional @ Trutina Financial (January 2012 - November 2014)
Financial Consultant @ DA Davidson (May 2006 - January 2012)
Vice-President - Financial Advisor @ (January 1995 - May 2006)
Assistant Manager @ Littler (January 1991 - January 1995)
David Giannini Education
University of Washington
B.A (Philosophy)
David Giannini Skills
Estate Planning
Strategic Financial Planning
Financial Advisory
Investment Strategies
Investments
Asset Allocation
Investment Advisory
Series 7
Retirement Planning
Wealth Management
Mutual Funds
Wealth Management Services
David Giannini Summary
David Giannini, based in Redmond, WA, US, is currently a Co-Founder at Truvista Advisors LLC. David Giannini brings experience from previous roles at Private Asset Management / Wealth Strategy Advisors, Trutina Financial, DA Davidson and RBC Wealth Management. David Giannini holds a B.A in Philosophy @ University of Washington. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Financial Advisory, Investment Strategies, Investments and more. David Giannini has 1 emails and 3 mobile phone numbers on RocketReach.
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