David Swift, CIMA® is an Associate Advisor for Kathleen Adams, CFP®, CPWA®, at Signature Estate & Investment Advisors, LLC in the Redondo Beach office.
His chief role is to help develop sound financial advice for the Adams’ team clients. His focus is in investment analysis and financial planning strategy. He also takes a lead role in working with client’s tax advisors during the formation and execution of financial plans.
David has been working in the financial related industry for over 8 years. He has successfully completed the Certified Investment Management Analyst (CIMA®) Program at the Wharton School of Business. Recently, David earned the Investment Management Consultant’s Association’s (IMCA) Applied Behavioral Finance Certificate. The program was designed to address common behavioral challenges that trip up investors and advisors alike. IMCA’s program featured notable experts from leading business schools such as MIT, Chicago Booth and Duke which present in- depth, thoughtful, and interesting research from the field today. The program included timely and relevant presentations from behavioral finance experts, financial advisor practitioners, and cutting-edge academics. David holds the Series 7, 66 and CA Insurance license.
David is currently a member of The Investment Management Consultant Association. Prior to moving to California, David worked at Apodi in London, a strategic business consulting firm.
David resides in Redondo Beach.