ABOUT US
Seagrove Wealth Partners was founded with one goal in mind: to help you enjoy your life, family, business, and retirement—free from the stress of managing personal finances. We’re committed to helping you reach your goals with confidence, knowing you have a trusted fiduciary partner by your side. Our mission is to guide you through life’s financial decisions with clarity and care, serving you and your family as we would our own.
Our Story
David and Tim both share a special connection to Seagrove Park in Del Mar, California. David married the love of his life there in 2013, marking the beginning of a new chapter. Tim lives nearby with his family, often enjoying the beach and the park’s scenic playground. Since meeting in 2022, Tim and David have developed a unique synergy that enhances the experience of every client they serve. They look forward to guiding you on your financial journey.
Meet The Team
As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Tim provides advanced financial planning and investment management strategies to successful individuals and owners of closely held businesses. He takes pride in delivering fiduciary advice tailored to each client's needs.
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Tim is passionate about understanding the unique goals, circumstances, and values of every family he works with. He collaborates with each client’s team of trusted advisors to help maximize the success of their financial plan and recommends additional specialists when appropriate.
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Tim also has extensive experience in advanced college planning and pre-retirement planning—two areas that often go hand-in-hand. This background has broadened his experience in creating comprehensive financial plans that include tax mitigation strategies, estate planning, and personalized investment management.
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Tim lives in Del Mar, CA with his wife and son. When he's not diving into the details of financial plans, he enjoys the San Diego Zoo, Padres Games, and spending time outdoors with his family.
David’s driving principles have always been creating a customized financial plan for his clients. With so many different goals and appetites for risk, David guides his clients to create a plan that is tailored to each individual’s needs. He promises to only do exactly what is right for the client because he believes that, especially in today’s environment, trust and honesty are the most important qualities a financial adviser can offer.
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David is a graduate of the University of California, Los Angeles, where he earned his bachelor’s degree in International Economics. He also holds his MBA with a focus on finance and entrepreneurship, which he received from the Marshall School of Business at the University of Southern California.
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He carries his life & health insurance licenses, and variable annuity certifications from the state of California, as well as many other states where his clients live.
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David lives in San Diego, CA with his wife Vivien, their two children Ethan and Olivia.
CA Insurance License #: 0H19708
Our Custodial Partners
