David Tozer is a Certified Financial Planner and Accredited Investment Fiduciary who holds the Chartered Retirement Planning Consultant designation. A graduate of UC Davis, he has been in the financial services industry since 2007. David joined the Cetera team at Santa Barbara Coastal Advisors in 2009, and established Tozer Wealth Management in 2016 in order to serve diverse clients across the state of California. In his work and in his life, David believes in the value of communication, efficiency, reliability, and results.
In his free time, David enjoys hiking and going to the park with with his wife, Meghan, his daughter, Amie, and his son, Jonathan.