As Managing Partner, Wealth & Retirement, David leads Panorama Institutional Solutions, a financial services firm that operates in conjunction with our Panorama health and wellness team to ensure that your retirement plans and executive benefits are an integrated part of your organization’s overall benefits and compensation offering.
David leads a nationwide group of financial strategists that truly position products and services designed to maximize the efficiencies and costs within tax guidelines. David believes far too often retail products with high commissions and fees are utilized in an inefficient manner to solve issues that our target clientele faces. With more than 12 years of experience in the insurance and investment industry, David wants to lead in the evolution of how contracts and services can benefit the client first, not the advisor.
David Ping CA Insurance License # 4027380