David provides his clients with over 16 years of experience in the financial services industry. His areas of expertise include , Retirement Planning, Advanced Income Planning, Alternative Investment Strategies and Divorce Financial Planning. He has also completed The Investment Consultant Program at The University of Chicago and has been named Senior Investment Consultant. David also holds the Certified Divorce Financial Analyst (CDFA) Designation. As a CDFA David works extensively with individuals and their attorneys in an effort to examine the financial impact of various settlement proposals and other finance related decisions.
| Website | http://upstreamip.com |
| Employees | 1 (1 on RocketReach) |
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| Industry | Financial Services |
| Keywords | Financial Planning, Retirement Planning, Financial Advisor, Wealth Advisor, Wealth Management, Financial Consultant, Financial Strategies, Financial Services, Investment Strategies, Retirement Advisor, Investment Management, Portfolio Management, Retirement Solutions, Income Planning, Alternative Investments, Asset Management, Divorce Planning, Estate Planning, Advanced Planning, Tax Planning |
| Competitors | Intapp, Everlaw, Relativity, Logikcull, CaseGuard, Onna, MindTree Consulting Ltd., Nuix, Civis Analytics, Mitratech +30 more (view full list) |
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1 people are employed at David J. Koch.
David J. Koch is based in Lisle, Illinois.
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Cox Jason
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San Jose, CA, US
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