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®
Hi, I'm David Nash. I’m a financial advisor and founder of Tend Wealth, specializing in wealth management for tech employees, professionals, and families. With a focus on personalized, empathetic financial planning, I help clients navigate key areas like equity compensation, retirement, college savings, and tax planning. My mission is to simplify complex financial decisions, integrating employee benefits into strategic plans to align with life goals and values.Drawing on my experience in financial services and my personal connection to the tech world, I understand the unique challenges faced by mid-career professionals and families. Let's plan for your future together.
➕ Learn More About David
David Nash has worked in financial services for more than a decade guiding people through their financial decisions. Prior to founding Tend Wealth, he earned his MBA from UCLA's Anderson School of Management, where he earned an award for his academic excellence in finance. After business school, he was an Investment Banker at Barclays and a Regional Director at Dimensional Fund Advisors where he helped financial advisors better understand markets, economic conditions, and their investment options.
Now David specializes in helping tech workers make smart money choices. He's skilled at creating clear financial plans that help people save and grow their money for now and for the future—like a roadmap to their financial dreams. David's thoughtful approach makes money and investing decisions simple, approachable, and stress-free for his clients.
Outside of work, David enjoys spending time with his wife, Jen, and young daughter, Archer. Together they love to travel, go skiing, watch Disney movies, and follow Formula 1. On his own, he loves following the tech and video game industry news, building computers, and thinking of creative ways to help his clients meet their financial goals.
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
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a call. This meeting is a preliminary conversation to get to know each other. We will discuss your reason for reaching out and how/if Tend Wealth's services can help you achieve your goals. We're excited to get to know you. No need to prepare anything for our first chat. Just select a time that's convenient for you.Offers Investment Management
Yes
About Tend Wealth
Tend Wealth offers wealth management services for tech employees, professionals and families.Why Tech employees and families?
Tend Wealth founder and financial planner, 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
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Parents
- Technology Professionals
- Young Families
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