David Langhals, CFP®

Lead Advisor | San Francisco | 415.653.8914

How do I help our clients Live a Richer Life®?
I help clients live a richer life by cultivating peace of mind around their financial life landscape. When you’re confident in your financial plan, you can focus your energy and, most importantly, your time on the people and causes you care about most.

How do I align my time and money with my values and passions to Live a Richer Life®?
Aligning my own time and resources with my values takes a few different forms. I am blessed that my role as a lead advisor allows me to pursue my passion for financial literacy and continued learning and personal development. Carving the time out for exercise, reading, and cultivating the relationships around me keep me engaged and energized to support the other people and causes that mean the most to me.