David Lawrence

David Lawrence, CFP®
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.”


CONTACT: david.lawrence@willowcreekwealth.com

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, and am on the Tamalpais High Union Music Booster Board. I am also an avid skier and mountain biker, and I love to run the Marin trails.


  • BA, Hamilton College

Read the latest from David

Market Commentary: Spring 2022 – Cash, Stocks, and Bonds

Originally published in North Bay Business Journal The onset of inflation has been one of the dominant stories in the press and financial markets over the past few months. You can see it everywhere, from the increase in the price of gas at the pump to the cost of food at the grocery store. After […]

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Aging Parents: How to Support Independence as a Family

In many ways, I was blessed with parents who aged well. My father passed away recently, but they both celebrated their 90th birthdays last year and lived active and independent lives. But the time of real cognitive and physical decline did finally befall them. My father had been in a bad accident and spent over […]

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Have a Plan for Aging Family Members’ Finances

We all know that aging can bring its challenges — and one of the more difficult aspects is that it can eventually reduce our ability to manage money and make sound financial decisions. Experiments show that our reasoning skills drop steadily after peaking at age 53. Add to that dementia, which affects about 1 percent […]

Read More… from Have a Plan for Aging Family Members’ Finances

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