David Tarantino
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Executive Summary
David Tarantino is an experienced wealth management professional with 24.9 years of work experience. He specializes in portfolio management, wealth management, investment management, strategic financial planning, and financial advisory. Based in Lanarkspur, California, David has a strong background in client relationships, family-owned entities, and business strategy and operations. He has worked with high-net-worth individuals, small institutions, and company-sponsored retirement plans, with a focus on 401k, 403b, and 457b. David's specialties include investment management, financial planning, behavioral finance, and making complex concepts easy to understand.
Contact Information
Current Workspace
Portico Wealth Advisors LLC
Managing Member
Managing Member
Professional Background
Personal Interests
Colleagues
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