Comprehensive financial planning and complex transactions, including annuity solutions.
David Wiley's path to Marine Street Financial started with an internship in 2021.
He returned to the firm as a Financial Advisor in 2024 after graduating from the University of San Diego and gaining additional experience at Wells Fargo Advisors, giving him a strong foundation in financial planning paired with hands-on, client-facing advisory experience.
David specializes in comprehensive financial planning and managing complex transactions, including annuity solutions. He's known for his attention to detail and for taking on the technical, in-the-weeds work that helps clients feel confident and informed in their decisions.
Outside the office, David makes the most of San Diego's coastal lifestyle, often found playing beach volleyball or spending time with friends and family.
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