David Joffe

David Joffe is a 1978 magna cum laude graduate of Hofstra University in N.Y. He is currently an independent wealth manager with GR Capital Asset Management with 23 years of experience in the financial services industry. David's experience comes from the numerous firms he has been in association with, that include; Prudential Securities, Dreyfus, AXA, and Republic National Bank.

A resident of Laguna Niguel, CA, David's area of concentration includes retirement and estate planning. He is insurance and Series 7 licensed with a financial planning consultative approach.