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David P
CFP®, Series 65, Series 66
Monterey, CA
Monterey Bay Asset Management LLC
David Palshaw is a CFP® with 19 years of experience in the financial industry. He has been the principal of Monterey Bay Asset Management LLC since 2006 and previously operated Palshaw Measurement, Inc. from 2006 to 2018. Monterey Bay Asset Management provides portfolio management and investment supervisory services to individuals, trusts, foundations, pension and profit-sharing plans, and select corporate clients. The firm implements a Modern Portfolio Theory-based approach focused on asset allocation and diversified exposure, managing all assets in-house with regular portfolio reviews and rebalancing.
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