David Lawrence
CFP®
Willow Creek Wealth Management, Inc.
Partner, Senior Wealth Advisor
David Lawrence
CFP®
Willow Creek Wealth Management, Inc.
Partner, Senior Wealth Advisor
There are few things more satisfying to me than helping a client clear some financial – and indeed mental – hurdle. I love to make the complex simple and to create clear choices where there once was confusion. It comes down to listening and caring and always being available. - David Lawrence, CFP®
Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country
David Lawrence is a Sebastopol, CA fee-only financial planner. Willow Creek Wealth Management, Inc. provides comprehensive financial planning, investment management, and retirement planning to help individuals, families, and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Lawrence is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
David Lawrence is a Senior Wealth Advisor at Willow Creek Wealth Management.
I am proud to add a global perspective to Willow Creek’s client experience. I have worked as a financial planner and client advisor to individuals and families in Marin County and San Francisco for the past 11 years. Before that, I lived in Hong Kong for 10 years, where I was a senior investment manager and research analyst for one of Southeast Asia’s leading family groups.
I have a strong interest and expertise in college planning matters, helping small business owners with retirement plan and benefit strategies, and property and casualty and estate planning. I am a member of our Sustainable Investing Team and have developed a passion for values-based investing strategies.
I have also been a member of Arthur Anderson’s Economic & Financial Consulting Services Group, and have taught graduate level financial planning courses at Golden Gate University.
ON A PERSONAL NOTE: I live in Marin County’s Mill Valley with my wife and two children. I am a uniformed leader for the Boy Scouts of America, am on the board for the Mill Valley Little League, and have helped coach my daughter’s softball team. I am also an avid skier and mountain biker, and I love to run the Marin trails.
EDUCATION:
- BA, Hamilton College
- CERTIFIED FINANCIAL PLANNER™ professional
David Lawrence is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Individuals, families, pension and profit sharing plans, entrepreneurs and charitable organizations have been relying on Willow Creek Wealth Management for their financial needs since 1984.
At Willow Creek Wealth Management, our mission is to help you make the most out of your financial resources. Your wealth provides you with options. We will advise you on choosing the best ones. As a fee-only Registered Investment Advisor, we act on your behalf in a fiduciary manner so our only interest is that you meet your most important goals.
We believe strongly in taking a structured approach to creating and maintaining your financial plan in conjunction with disciplined investment management. Our professionals will help you identify and manage the risks and opportunities that are relevant to your unique goals, circumstances and objectives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Lawrence is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Lawrence is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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David Lawrence is Featured in North Bay Business Journal: "Teach your children how to handle their own finances"
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David Lawrence is Featured in North Bay Business Journal: "As my parents deal with aging, here's how we are stepping up to help with finances and life"
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David Lawrence is Quoted in The Press Democrat: "Nonprofit, business sectors team up to bolster financial literacy in Sonoma County"
Contact David Lawrence
Office Locations:
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825 Gravenstein Hwy N
Suite 5
Sebastopol, CA 95472
