I am David Nash, MBA, CFP®, a Wealth Advisor at Parkwoods Wealth Partners. My work centers on retirement planning, charitable giving and legacy planning, and tax-aware financial planning. I help families make sense of complex financial situations, particularly where long-term planning, taxes, and major life transitions intersect. My background across insurance, investment banking, and asset management shapes a practical, evidence-informed approach to financial decisions. I began my career in insurance, where I learned how risk and benefits affect real households. I later earned an MBA in Finance from UCLA Anderson and worked at Barclays, gaining exposure to global markets. As a Regional Director at Dimensional Fund Advisors, I focused on translating academic research into everyday investment decisions. These experiences inform how I approach clarity, discipline, and context in my work. Outside of work, I value time with my wife and daughter and enjoy travel, skiing, Formula 1, and reading.