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David O
Series 65, Series 66
Irvine, CA
Chequers Financial Management LLC
David Ow is a financial advisor at Chequers Financial Management LLC in Irvine, CA, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at Goldman Sachs Wealth Services and Thoerner & Toma CPA, along with a period of self-employment. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and their related entities through tailored advisory services that combine personalized financial planning and discretionary investment management. The firm emphasizes passive asset-class funds, disciplined rebalancing, and integrates multi-family office capabilities alongside alternative investments for qualified clients.
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