Dave Samuels, Managing Director of CONCERT Wealth Management, has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 20-plus years in the financial services industry. Dave is a graduate of UCLA’s Personal Financial Planner Program, as well as a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). In 2005, Dave was awarded the prestigious Accredited Investment Fiduciary (AIF) designation.
Dave serves on the board of the Financial Planning Association of Silicon Valley as well as the board of the Steinway Society, which promotes piano concerts. Dave is a member of the Santa Clara County Estate Planning Council, the Society of Financial Service Professionals, the Financial Planning Forum of Palo Alto, and the San Jose Chamber of Commerce.
Valued as a conference speaker and subject matter expert, Dave brings his unique perspective on comprehensive wealth management to topics such as determining financial goals and implementing the steps necessary to make those goals a reality. He is a valued resource and consultant for many accountants and tax preparation services, teaching them strategies and tactics enabling them to use options in client portfolios to create tax efficiencies that benefit their clients. Dave performs piano concerts on a volunteer basis in the Bay Area. He plays regularly at Filoli Gardens and also performs at various retirement centers.