Dave was born on July 30, 1985. He was raised in Great Neck, NY, a bedroom community of New York City on Long Island. From an early age, those around him knew that he would one day be successful.

Growing up, Dave was interested in a wide variety of subjects. He began playing piano at five. He studied the violin and viola. He began playing guitar in middle school, and was an accomplished musician by the time he graduated high school, having performed with his school choir in Carnegie Hall.



His studies were eclectic. Originally interested in medicine, David took science and math classes in high school and college. He also studied international relations, politics, comparative political economy, Chinese, economics, and several other subjects. He studied jazz with famed cornetist, Bobby Bradford from 2003-2007. He graduated from Pomona College in 2007 with a Bachelor of the Arts in Politics.

His first job was a confectioner for a movie theater. During college, he worked at the school's convenience store. Later, he worked as a laboratory assistant for Redox Pharmaceuticals, a viral drug research company.

Dave currently plays in the Penguins, a jazz and funk group centered in Santa Rosa, CA. He lives in Santa Rosa with his dog, Dante, and his cat Annie.

David started his current business in 2007 in Fort Bragg, CA. In 2009, he moved to Santa Rosa.

He is a financial planner and private wealth advisor with Lincoln Financial Advisors and Sagemark Consulting. He specializes in creating comprehensive roadmaps to help secure the financial goals of his clients.

Though David takes an all-inclusive approach to financial planning, his background in economics and his experience in the financial services industry make him uniquely qualified to assist clients in preparing for a comfortable retirement, while shielding them from unforeseen circumstances. He concentrates on creating investment strategies designed for the maximization of lifetime income while protecting accumulated assets.



He currently holds the Registered Representative Series 7, 63, and 65 Licenses, the Life, Accident, Health and Disability Insurance registrations, and the CRPC® professional designation.

David can be reached by phone at (707)-523-4550 or by email at david.wasley@lfg.com or at his branch address:
50 Santa Rosa Ave., Ste. 308 Santa Rosa, CA 95404-4901

David Wasley is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.
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