David Nash, MBA, CFP®
Helping tech employees and families secure their future.
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Serving Clients Nationwide
Helping tech employees and families secure their future.
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About David Nash, MBA, CFP®
David Nash helps technology professionals and their families simplify complex financial decisions. He specializes in guiding clients through equity compensation, stock options, tax planning, retirement, and education funding—turning complexity into clarity so they can focus on what matters most.David’s career spans insurance, investment banking, and asset management, giving him a broad toolkit for serving clients. He began in insurance, learning how to manage risk and evaluate benefits, before earning his MBA in Finance from UCLA Anderson. At Barclays, he gained perspective on how wealth interacts with global markets. Later, as a Regional Director at Dimensional Fund Advisors, he helped financial advisors translate academic research into practical investment strategies. This unique mix of experiences allows him to deliver both technical expertise and real-world insight to the families he serves at Parkwoods.
David also connects personally with the tech community. With his wife working at Salesforce, he understands firsthand how compensation structures, career shifts, and benefits affect families. As a parent, he values building wealth not only as a financial goal but as a way to create security, flexibility, and opportunity for the future.
Outside of work, David enjoys traveling, skiing, and spending time with his wife and daughter. He is also a fan of Formula 1 and a reader of both personal finance and science fiction.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Primary Location
Hartsook St. Sherman Oaks, CA 91403
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
Offers Investment Management
Yes
About Parkwoods Wealth Partners
David Nash, has carved a niche working with tech employees and their families.David is a Salesforce spouse, so he knows tech benefits first-hand. Their Progyny benefits helped David grow his family, and the parental leave and maternity doula reimbursement supported them while his family transitioned from two to three.
When it comes to choosing an advisor, it's crucial to find someone who truly understands you, your unique values, and your specific situation. Don't settle for anything less than a partner who empowers you to make the best decisions for what you want to accomplish.
How We Help
✔️ Tax Planning and Minimization
Effective tax planning can have a huge impact on your overall financial strategy. We work with you to create a tax-efficient plan to help you keep more of what you earn.
✔️ College Savings and Education Planning
Planning for your child's education can be daunting. We’ll create a tailored savings strategy that balances your current financial needs with future goals, so you’re prepared for the costs ahead.
✔️ Optimizing Employee Benefits
Your employee benefits are a crucial part of your financial picture. We help you maximize their value, from equity compensation to health plans, ensuring you make the most of what’s available.
✔️ Managing Risk and Protecting Your Family
Life is unpredictable, but your financial plan doesn’t have to be. We help you manage risk through personalized mitigation strategies, ensuring your family is protected no matter what life throws your way.
✔️ Retirement Planning for Peace of Mind
Retirement should be a time of financial security, not stress. We’ll design a customized retirement plan that aligns with your lifestyle goals, ensuring you can retire when and how you want to.
Education
UCLA Anderson School of Management, MBA, Finance, General | University of Southern California, Bachelor's degree
Hobbies and Interests
- Computer
- Family
- Movies
- Skiing
- Traveling
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View DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Parents
- Technology Professionals
- Young Families
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