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David A

Series 63, Series 65

West Haven, UT

Trek Financial

David Andersen is a financial advisor at Trek Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Purshe Kaplan Sterling Investments and World Equity Group. Outside of his advisory role, Andersen owns and operates a pecan farm and serves as a board member of the Lake Proctor Water Authority. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial-intelligence tools, multiple systematic strategies, and alternative investment platforms.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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