David Torp
Partner
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.
Registrations/Licenses
- 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
Education
- 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
