Cpwa David Lu Cima

FAQ About Cpwa David Lu Cima

• What is Cpwa David Lu Cima's address?

  Cpwa David Lu Cima is located at
  San Francisco, California, United States

• What is Cpwa David Lu Cima's job title?

  Cpwa David Lu Cima is a
  David brings more than 20 years of combined international financial management and investment experience to every client he advises. Many of these clients are senior corporate executives who look to him for guidance in maximizing their equity compensation and managing the risk of concentrated employee stock positions. David began his career in Tokyo, Japan as a securities analyst for an institutional fund manager. He returned to Silicon Valley in 1999 to serve as an internal audit specialist and senior analyst at such well known technology firms as McAfee and Yahoo. It was when his father asked him for retirement planning advice, however, that David found his true calling. He realized he wanted to use his analytical skills to help people achieve their fondest financial aspirations. That was when he joined a Morgan Stanley predecessor firm in 2007 and built a successful practice as a Financial Advisor. Three years later, he joined forces with Bill Vaculin to form the team that would eventually become The Bay Area Synergos Group at Morgan Stanley. Today, he plays a critical role in the team’s advisory efforts, researching third party equity managers, serving as a source of guidance on tax issues and cash flow optimization, and helping clients formulate strategies that go beyond their investments to encompass virtually every aspect of their financial lives. A non-practicing CPA, David has constantly strived to enhance his credentials. He has earned such prestigious industry designations as Certified Investment Management Analyst (CIMA) from The Wharton School of the University of Pennsylvania and Certified Private Wealth Advisor (CPWA) from the University of Chicago. In addition, he is a Morgan Stanley credentialed Workplace Advisor-Equity Compensation. A graduate of Santa Clara University with a degree in Business, David received his MBA from University of Hawaii at Manoa. He is a former United States Professional Tennis Association Certified Pro and has served as a volunteer coach at his son’s high school, The Athenian School in Danville, California. His son is now a college student and David no longer coaches, but he still loves the game, playing USTA League matches whenever he’s not working with clients and spending time with his wife Hermie. Securities Agent: MO, LA, CA, OH, NV, WA, NC, OR, SC, NY, MA, NM, MD, VA, TX, IN, IL, ID, FL, NJ, CO, UT, SD, MI, AZ, PA, DE, CT, HI; General Securities Representative; Investment Advisor Representative; Managed Futures NMLS#: 1274510 Morgan Stanley

• What industry does Cpwa David Lu Cima currently work in?

  Cpwa David Lu Cima currently works in the
  Morgan Stanley

• What is Cpwa David Lu Cima's area of expertise?

  Cpwa David Lu Cima specializes in
  David brings more than 20 years of combined international financial management and investment experience to every client he advises. Many of these clients are senior corporate executives who look to him for guidance in maximizing their equity compensation and managing the risk of concentrated employee stock positions. David began his career in Tokyo, Japan as a securities analyst for an institutional fund manager. He returned to Silicon Valley in 1999 to serve as an internal audit specialist and senior analyst at such well known technology firms as McAfee and Yahoo. It was when his father asked him for retirement planning advice, however, that David found his true calling. He realized he wanted to use his analytical skills to help people achieve their fondest financial aspirations. That was when he joined a Morgan Stanley predecessor firm in 2007 and built a successful practice as a Financial Advisor. Three years later, he joined forces with Bill Vaculin to form the team that would eventually become The Bay Area Synergos Group at Morgan Stanley. Today, he plays a critical role in the team’s advisory efforts, researching third party equity managers, serving as a source of guidance on tax issues and cash flow optimization, and helping clients formulate strategies that go beyond their investments to encompass virtually every aspect of their financial lives. A non-practicing CPA, David has constantly strived to enhance his credentials. He has earned such prestigious industry designations as Certified Investment Management Analyst (CIMA) from The Wharton School of the University of Pennsylvania and Certified Private Wealth Advisor (CPWA) from the University of Chicago. In addition, he is a Morgan Stanley credentialed Workplace Advisor-Equity Compensation. A graduate of Santa Clara University with a degree in Business, David received his MBA from University of Hawaii at Manoa. He is a former United States Professional Tennis Association Certified Pro and has served as a volunteer coach at his son’s high school, The Athenian School in Danville, California. His son is now a college student and David no longer coaches, but he still loves the game, playing USTA League matches whenever he’s not working with clients and spending time with his wife Hermie. Securities Agent: MO, LA, CA, OH, NV, WA, NC, OR, SC, NY, MA, NM, MD, VA, TX, IN, IL, ID, FL, NJ, CO, UT, SD, MI, AZ, PA, DE, CT, HI; General Securities Representative; Investment Advisor Representative; Managed Futures NMLS#: 1274510

• Which languages does Cpwa David Lu Cima speak? 

  Cpwa David Lu Cima speaks the following languages:
  No languages available.

• Which industries has Cpwa David Lu Cima previously worked in?   

  Cpwa David Lu Cima has prior experience in the following industries:
  Morgan Stanley , Morgan Stanley , Morgan Stanley , Yahoo , Intel Security , Amd , Prospect Asset Management

• What is Cpwa David Lu Cima’s work experience?  

  Cpwa David Lu Cima has the following professional experience:
  Morgan Stanley , Morgan Stanley , Morgan Stanley , Morgan Stanley , Yahoo , Intel Security , Amd , Prospect Asset Management .

• How can I find Cpwa David Lu Cima on LinkedIn?  

  You can view Cpwa David Lu Cima’s
  LinkedIn profile at LinkedIn URL.

• What are Cpwa David Lu Cima’s work email addresses?  

  Cpwa David Lu Cima’s work email addresses are
  [email protected] .

• What company does Cpwa David Lu Cima work for?  

  Cpwa David Lu Cima works at
  Morgan Stanley