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portrait of David M Amann
FINANCIAL ADVISOR

David M Amann

CFP®, ChFC®
702 Marshall Street Suite 400, Redwood City, CA 94063opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About David

Money isn’t just about numbers; it’s about possibility. It’s the quiet force behind dreams of a secure retirement, a child’s education or the freedom to focus on what matters most. For over 20 years, I’ve helped individuals and families turn those dreams into reality, one thoughtful step at a time.

As a CERTIFIED FINANCIAL PLANNER® professional, I believe every financial journey is a story, and I’m here to help you write yours. From navigating the complexities of stock-based compensation to planning for a legacy that outlives you, my mission is to align your resources with your purpose. Together, we’ll create a...

Focus Areas

  • Employee Stock Options
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesMay 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • San Jose State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Reading
  • Chess
  • Social Responsibility
  • Personal Fitness

Team Members

  • Nina Kadera
    Sr. Branch Office Administrator
    FPQP®
  • Ashley Runnicles
    Registered Branch Associate
  • Johnathan Lam
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(650) 365-3618

Fax

(866) 561-4721

Office Address

702 Marshall Street Suite 400
Redwood City, CA 94063opens in a new window

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