David Budd is passionate about working with clients to reach their financial goals.  He approaches each situation with curiosity, attempting to map out the clients current situation and objectives.  Using financial planning tools and software, David helps customize a plan for each unique situation.  As the plan evolves over time, David plays an active role in managing the ongoing client relationship.  Prior to joining IMS, David was a Private Banker at Wells Fargo where he specialized in advising high net worth clients.  David has a BA in Communication from California State University at Long Beach.  He has his Series 7 and Series 66 Investment Licenses, Oregon Life and Health Insurance License and an Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning.