David K. Brown CFP®, CHFC

Investment Advisor Representative


David has served individuals and families in the Sonoma County area, and beyond, pursue their financial goals for nearly 30 years. He is a Certified Financial Planner® and a member of the Redwood Empire Estate Planning Council and LPL Financial’s Patriot's Club*. In 1998 David was recognized with membership in the International Million Dollar Round Table (MDRT).

In addition to his professional achievements he has been committed to serving his community through a variety of roles. He was appointed to the Santa Rosa Board of Community Services in which he served as the Board’s Vice Chairperson for two years. David has also served as the Vice-President of the Board of Directors for Social Advocates for Youth and is currently a proud sponsor of the Charles M. Schulz Museum and the Sonoma County Farm Bureau. David brings a genuine commitment and passion to both his personal and professional life. In his free time, he is an avid car enthusiast, enjoys cooking meals for friends and family, and spending time being active outdoors.

David K. Brown is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group, Encore Wealth Management and WCG Wealth Advisors, LLC are separate entities from LPL Financial.​
*Membership in LPL Financial Patriot's Club is based on year end production and represents less than 8% of all LPL Registered Representatives.