David R. Koehler, CPA, CFP^®

Dave′s been interested in financial planning since the beginning of his CPA days. He started in the financial services industry 15 years ago when he founded his own CPA practice because he wanted to provide individuals, small and medium sized businesses with accounting and management services that would help each business operate more effectively and efficiently. He believes his business, tax, and accounting knowledge combined with sound financial planning skills can provide great value to Dynamic's clients. Additionally, Mr. Koehler has focused professional growth on gaining knowledge in real estate investing since he has helped tax clients for over fifteen years and personally owned commercial property for over nine years.

Dave brings his energy and enthusiasm to this business and he values his close relationships with his clients. Being an integral part of their growth and success is among his greatest rewards.

Dave was born and raised in San Jose. He graduated from Santa Clara University with a degree in accounting and received his CPA certificate in 1991. He is a former president of the San Jose Chapter of Big Brothers Big Sisters of Santa Clara County. Dave was a former Board Member of the San Jose Chapter of California Society of CPAs and currently serves as chair of the Financial Planning Committee.

Dave enjoys spending time with family, playing sports, and networking with his friends and clients.

Dave holds his Series 7 and 66 registrations and California Insurance License # 0E95362