David Gilbert

David Gilbert

Senior Financial Planner

David Gilbert, CFP®, J.D., joined Mason in July 2001.

  • Received his CERTIFIED FINANCIAL PLANNER™ certification in 2001.
  • Juris Doctor, University of Virginia.
  • Bachelor of Arts in U.S. History, Princeton University.
  • Began his professional career as a corporate attorney in San Francisco, first with Musick, Peeler and Garrett and later with Brobeck, Phleger and Harrison, with an emphasis on securities transactions.
  • Spent one year as vice president of corporate development for Public Financial Management, with a focus on online data management for local governments.

David enjoys spending his free time with his wife and twin boys. He also enjoys golf, hiking, nature photography and travel.

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.