David Torp


Professional Experience

  • Worked in the securities industry for 40 years
    • 8 years with major brokerage firms (Paine Webber & Prudential Securities),
    • 19 years in the Banking Channel (Bank of America & Wells Fargo). 
    • Started own investment management company (C&T Group Investment Management, LLC) on December 14, 2007
  • Works with individual, business, and institutional clients, devising investment strategies and structuring portfolios appropriate for the client's established financial goals and objectives
  • Special emphasis on managing portfolios for clients planning for retirement or seeking income in retirement.
  • Believe in allocating investments across a variety of asset classes, and that diversification, along with having a long term focus, are the key ingredients to asset growth and wealth accumulation while minimizing risk.


  •  General Securities Registration (Series 7) held with LPL
  •  Registered Investment Advisor (Series 65) held with LPL
  •  General Securities Principle (Series 24) held with LPL
  •  Municipal Securities Principle (Series 53) held with LPL
  •  Life & Disability and Variable Insurance

*Registered representative with LPL Financial


  • BA, University of California, Berkeley 1975
  • MBA Program (Finance), Golden Gate University, San Francisco 1980, candidate

Community Involvement

  • Current board member for Aldersly Garden Retirement Community, San Rafael, CA
  • Eight years coaching youth sports in Napa

Phone (707)259-5445
Fax (707)259-5454