David Clausen, CFP, CLU, ChFC
Login to view DISC.David Clausen is a Wealth Management Advisor and the Founder of Sentinel Bridge Wealth Management. With over two decades of experience since starting as an intern at UCLA, he provides holistic financial guidance to professionals and affluent families. He has been recognized by Forbes as a Best-in-State Top Financial Security Professional.
Demonstrating a commitment to his community, David recently joined the board of Teach Democracy. This role reflects his dedication to advancing the values of democracy and promoting civic engagement among young people, aligning with his focus on building a secure future for the next generation.
For the third consecutive year, Forbes has named him one of the Best-in-State Top Financial Security Professionals.
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