David Lawrence

David Lawrence, CFP®
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

David adds a global perspective to Willow Creek’s client experience. He has worked as a financial planner and client advisor to Marin County and San Francisco individuals and families for the past 11 years. Before that, David lived in Hong Kong for 10 years, where he was a senior investment manager and research analyst for one of Southeast Asia’s leading family groups.

David also has been a member of Arthur Anderson’s Economic & Financial Consulting Services Group, and has taught graduate level financial planning courses at Golden Gate University. He has a bachelor’s degree in American History from Hamilton College. He is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the Financial Planners Association.

ON A PERSONAL NOTE: David lives in Marin County’s Mill Valley with his wife and two children. He is a uniformed leader for the Boy Scouts of America, is on the board for the Mill Valley Little League and has helped coach his daughter’s softball team. He is also an avid skier and mountain biker, and loves to run the Marin trails.

Read the latest from David

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 […]

Read More…

Retirement. Now What

Retirement is something that most people look forward to in their working lives: no deadlines, no dressing to company standards, and no handling endless paperwork. It is living life more on one’s own terms. But if it is not planned with a degree of care, it can be much less than the dream it was […]

Read More…

What to do when all your friends are making a killing in the stock market

The other day my wife turned to me and asked me if were invested in “stocks”. I sat there in shock. In our fifteen years of marriage she had never uttered one word, asked one question or showed any interest in our investments. I manage our money and would show her our balances and say […]

Read More…

Advisor Team

Operations Team

Client Service Team