David S. Nilsen
President and Chief Financial Advisor
David has lived on the Central Coast for more than 20 years and has been working in the financial services industry since 1994, developing relationships with families on a multigenerational basis. David's goal is to develop customized financial solutions designed to meet your unique financial challenges and then oversee those solutions as they are implemented and monitored.
David started his career at Dean Witter Reynolds Inc., which then later became Morgan Stanley. During this time, he was the assistant branch manager and a partner in a successful team servicing high-net-worth clients. In 2005, David was recruited to work for Merrill Lynch, where he continued to work with high-net-worth clients on the Central Coast. During his tenure at these firms, David became very knowledgeable about using specialized services, such as implementing trust banking services, working with alternative investments and structured products, private banking, and establishing ESOPs and retirement programs for businesses. In 2009, David decided to take his expertise and experience and start his own wealth management business, specializing in helping retirees and successful entrepreneurs around the country. David is a registered representative and Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC.
David achieved his BS from California Polytechnic State University, San Luis Obispo (Cal Poly, go Mustangs!), with a degree in agri-business management. He currently resides in Nipomo and is active in his community, donating his time to the Nipomo Chamber of Commerce (Past President), South County Advisory Council (board member), San Luis Obispo Daybreak Rotary Club, and nipomo youth activities, such as sports and FFA/4-H.
Dave Nilsen is proud to have been recognized as a Business Experience advisor for 2016—a distinction based on annual production that places him among the top 49 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.