David Wood, a Financial Planner with Spectrum Wealth Partners, is affiliated with the broker-dealer and registered investment advisory office of Sagemark Consulting/Lincoln Financial Advisors Corporation and has been delivering financial advice since 1995. He believes in and adheres to the “Serve First, Last and Always” philosophy of the Lincoln Financial Network.
Education is extremely important and he has attained the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in Bryn Mawr, PA.
He is also an advocate for educating clients in areas that are important to them such as wealth accumulation, risk management, estate planning and retirement planning. He helps clients implement strategies to accumulate, protect and distribute their wealth effectively and efficiently through objective and prudent advice. The comprehensive planning process is essential to helping clients meet their goals and objectives.
Health and fitness has always been important to David. He holds a Bachelors Degree in Exercise Science from the University of Southern California. Although his focus is now on financial fitness, David retains his love of triathlons and is an ironman finisher.
David resides in Santa Rosa, CA and is very active with his two children. Baseball is a passion of his and through his commitment, David volunteers his time with the local little league as a board member and as the Sponsorship Director. He also enjoys an occasional round of golf.