David Hudson, CFP®

Dave is a Partner in the Greenbrae office. He has over 20 years of experience helping clients grow their investment portfolios and personal wealth. He takes an integrated approach when working with clients, optimizing tax, estate and financial planning opportunities when presented. Dave has experience working with a broad range of clients including business owners, multigenerational wealth, clients with concentrated stock and employee equity, and clients entering or in retirement. He seeks to tailor client investment portfolios to their own personal objectives and goals, whether financial, social or return based.

Previously, he was a Partner and Managing Director at Abbrea Capital, LLC, where he served on the firm’s Investment Strategy Committee, and a VP at Truist Bank.

Dave lives in Tiburon, CA with his wife and two daughters.