About
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Meet Our Team
David Bains, CPWA, CIMA, CEPA
Senior Financial AdvisorVice President - Investments
My wife Cynthia and I live in Elk Grove, CA with our children, David, Amelia, and Sophia along with our English Bulldog Walter. I believe the biggest gift a person can provide is time and support which is why I participate in several civic and community organizations as well as coaching and educating the youth through youth sports.
My Community Involvement
- Laguna Sunrise Rotary
- Cosumnes Oaks High School Junior Varsity Football Coach
- Cosumnes Service District Youth Soccer Coach
- Cosumnes Service District Youth NFL Flag Football Coach
- Next Level Sports Youth NFL Flag Football Coach
- Elk Grove Girls Softball Coach