David Smith is a CFA® charterholder based in Redwood City, CA, with 17 years of experience in the financial services industry. He has worked at Redwood Park Advisors since 2020 and previously held positions at LPL Financial and Morgan Stanley. Redwood Park Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs an analytical investment process incorporating fundamental, quantitative, and technical methods, offering diversified asset-allocation strategies and serving both individual wealth clients and institutional retirement plans.

Benjamin Pettigrew is a CFP® professional with 21 years of industry experience. He has worked at Redwood Park Advisors since 2020 and previously spent eight years with LPL Financial. He teaches high school students the fundamentals of money management through seminars. Redwood Park Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans with asset management, financial planning, and retirement plan consulting. The firm employs a mix of analytical approaches and discretionary management and offers institutional retirement plan services alongside its smaller advisory team.