David Nash helps technology professionals and their families simplify complex financial decisions. He specializes in guiding clients through equity compensation, stock options, tax planning, retirement, and education funding—turning complexity into clarity so they can focus on what matters most.

David’s career spans insurance, investment banking, and asset management, giving him a broad toolkit for serving clients. He began in insurance, learning how to manage risk and evaluate benefits, before earning his MBA in Finance from UCLA Anderson. At Barclays, he gained perspective on how wealth interacts with global markets. Later, as a Regional Director at Dimensional Fund Advisors, he helped financial advisors translate academic research into practical investment strategies. This unique mix of experiences allows him to deliver both technical expertise and real-world insight to the families he serves at Parkwoods.

David also connects personally with the tech community. With his wife working at Salesforce, he understands firsthand how compensation structures, career shifts, and benefits affect families. As a parent, he values building wealth not only as a financial goal but as a way to create security, flexibility, and opportunity for the future.

Outside of work, David enjoys traveling, skiing, and spending time with his wife and daughter. He is also a fan of Formula 1 and a reader of both personal finance and science fiction.