Financial Advisor

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.

David holds the Certified Plan Fiduciary Advisor (CPFA®) designation, Series 7 and 66 registrations through LPL Financial, and a California insurance license (#4297328). He earned his Bachelor of Business Administration in Finance and Real Estate from the University of San Diego.

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 — bringing that same energy and balance to his work with clients.

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