David Lawrence

David Lawrence, CFP®
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.”

JOIN DATE: 2016

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 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

Read the latest from David

Sustainable Investing – Does it Really Make a Difference?

As the world of sustainable investing opens up – as more investment options become available, as more investors become aware of its promise and money flows in – one has to ask the question: does my investment dollar really help to make a difference? Does Sustainable Investing really help bring about change and lead (or force, in some cases) companies to […]

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As my parents deal with aging, here’s how we are stepping up to help with finances and life

In many ways, I have been blessed with parents who have aged well. They both celebrated their 90th birthdays this fall and until recently have been living active and independent lives. But the time of real cognitive and physical decline is finally breaking upon them. My father was recently in a bad accident and spent […]

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Teach your children how to handle their own finances

California gets an “F when it comes to preparing our children for the real world of money,” says a recent report by the Champlain College Center for Financial Literacy. The center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no effort […]

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