David Magnuson, Esq., CFP
David Magnuson, Esq., CFP
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Magnuson, Esq., CFP®
Fee-Only financial planner located in Burlingame, CA, serving clients locally and across the country
Meet David Magnuson
David Magnuson is a fee-only financial advisor at David Magnuson, Esq., CFP, located in Burlingame, CA
David is among a select group of investment managers with extensive estate planning, executive compensation, and family law experience. After working with hundreds of families and witnessing firsthand the shortcomings of the traditional active management model, he sought an approach to investing that places a client’s needs first at all times, not merely when those needs align with the interests of a financial institution or broker. As independent, fee-only financial advisors, David and his two partners at Dan Goldie Financial Services manage over $800 million for over 300 clients.
David earned a JD with honors from Georgetown University and a BA from Stanford University. In addition, he was awarded the Certified Financial Planner™ designation after completing the required coursework at NYU. He attended Stanford on a full Naval Reserve Officer Training Corps scholarship and was the top-ranked graduate from among more than 100 trainees at five universities. Prior to graduating from law school, he drafted congressional testimony for a four-star admiral and managed several multi-billion-dollar budgets for the Navy’s renowned nuclear propulsion program.
As an attorney at Gibson, Dunn & Crutcher (consistently one of the top-ranked law firms in the world), David advised clients on complex executive compensation arrangements. He subsequently provided counsel to hundreds of families on topics ranging from sophisticated estate planning techniques to sensitive family matters, and he quickly developed a reputation as a top advisor in the Bay Area. Since 2008, David has advised clients on the disposition of more than $2 billion in assets.
David Magnuson 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
David Magnuson is a NAPFA-Registered Financial Advisor
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.
Contact David Magnuson
345 Lorton Ave.
Burlingame, CA 94010