In 1998 David joined Hoyle Capital Management in La Jolla, California. There he assisted with the implementation and oversight of employer sponsored pension plans. He managed pension plan assets for multiple medical groups and their participants. As David’s clientele grew so did his vision of providing investment advisory services that truly tailored to individual’s needs.
With over 20 years of portfolio management experience to high-net-worth clients, David was ready to take the reins established Jackson Wealth Management Group, Inc., now known as Del Mar Wealth Management. His services aim provide clients with a holistic investment experience aiding in wealth preservation and growth. David is still accepting clients where appropriate.
David is a veteran of the United States Air Force and a dedicated family man. He enjoys hiking parts of the John Muir Trail and snow skiing in Mammoth with his wife and three sons.
Email: [email protected]
Phone: (858) 480.3818
Sapphira graduated summa cum laude from The University of New Mexico in 2012 with a B.S. in Spanish and English. In 2017 she received her Masters of Science in Finance at the University of San Diego. Her next steps on her career path are to pursue a FINRA Series 65 (Investment Advisor Representative), and then become a Certified Financial Planner – CFP®.
Outside of the office, Sapphira participates in all the outdoor activities the wonderful San Diego weather allows her to enjoy.
Email: [email protected]
Phone: (858) 429.5813