David L. Weible, CFP®
David Weible, is the managing principal of Envision Wealth Management, an independent financial planning and registered investment advisory firm located in Southern California.
David was born and raised in Tarzana, California. After graduating from Notre Dame High School in Sherman Oaks, he attended Pepperdine University’s Business School of Management with a concentration in finance and economics. During a 25-year career, he has developed extensive knowledge of asset allocation* strategies and sophisticated investment portfolio management techniques. Prior to founding Envision Wealth Management, David spent 10 years at American Express Financial Advisors where he received the Master Planner Award and became a consultant to other financial advisors. David has been appointed to the Practitioner’s Division of the Financial Planning Association. He holds a CERTIFIED FINANCIAL PLANNER™ professional designation from the College for Financial Planning. Certification requires meeting or exceeding stringent financial planning and client service requirements and ongoing continuing education.
David has been providing investment advice and financial services to individuals, families and businesses since 1989. His financial planning services are delivered predominantly through an independent, fee-based relationship. He is a registered principal and branch manager with LPL Financial, the nation’s leading independent broker dealer.** David maintains the following FINRA registrations through LPL Financial: Series 7 (general securities registration), Series 24 (registered principal’s registration), and Series 63 (state securities registration). He also maintains various state insurance licenses.
David resides in Valencia, CA. His interests include cycling, playing golf and reading.
* Asset Allocation does not ensure a profit or protect against a loss.
** Based on total revenues, as reported in Financial Planning magazine, June 1996-2013