David Persin

Background

About David Persin

david consults regularly with clients: affluent individuals and families, pre-retirees and retirees, closely-held businesses and corporate employees with stock diversification issues. through these frank discussions, ideas are exchanged, quantifiable goals are established and needs are prioritized. david then develops and implements customized investment strategies for each client using a wide variety of financial instruments, including proprietary team-designed recommendations. david joined the walnut creek, california office of rbc wealth management in 2016 after 19 years with merrill lynch. david received a bachelor's degree from california state university hayward and later, a juris doctor degree from santa clara university school of law. david lives in pleasanton with his wife stephanie who are both proud parents of their eight children: andrew, zachary, hanna, alyssa, sam, wyatt, aliana and luke. as co-director of the east bay bulldogs basketball academy and previous president of the pleasanton junior football league, david has enjoyed the privilege of coaching many of the area's youth in basketball and football over the past many years. david and his children also take pride in maintaining the most extensive american-version pokemon card collection in the world.