David Fung

David Fung, CFP®, brings over 20 years of experience in the semiconductor industry to his work as a financial planner, offering clients a unique perspective grounded in technical expertise, precision, and long-term thinking. His engineering background gives him a strong foundation for understanding the financial challenges faced by high-income professionals, business owners, and those in complex career paths.

After discovering a deep passion for personal finance, David earned the CERTIFIED FINANCIAL PLANNER™ designation and now helps clients navigate retirement planning, tax-efficient investment strategies, and business owner tools like solo 401(k)s and defined benefit plans. His approach is thoughtful, client-centered, and focused on building financial strategies that align with each individual’s life goals.

Outside of the office, David enjoys traveling with his family, snowboarding in the winter, and golfing with friends. He believes great financial planning goes beyond numbers — it’s about creating clarity, freedom, and a more intentional life.