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David Sanville

Organic Intelligence

David Sanville is a financial consultant dedicated to guiding clients in managing finances and making investment decisions to achieve important life milestones like buying a home, funding education, and ensuring a comfortable retirement.

His approach is built on three key components: financial planning, asset management, and risk management, aimed at creating personalized strategies for each individual's financial success.

David emphasizes the importance of having a financial plan, citing statistics that show households with financial plans are significantly more likely to save adequately for retirement.

With a Bachelor of Applied Science in Bioengineering and Biomedical Engineering from UCLA, David combines his technical expertise with financial acumen to provide tailored guidance, especially for professionals in the tech industry.

Having worked as a Financial Consultant at Equitable Advisors and as a Founder at Knowvi, along with experience as an Undergraduate Researcher at University of California, Los Angeles, David brings a diverse skill set to his financial advisory roles.

David Sanville
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Location

Miami-Fort Lauderdale Area