Financial Advisor

David Wiley joined Marine Street Financial as an intern in 2021 and began his career as a Financial Advisor with the firm following his graduation from the University of San Diego in 2022. Since then, he has continued to grow with the firm, specializing in financial planning and helping clients navigate complex financial decisions with clarity and confidence.

David works closely with clients to develop personalized financial strategies and takes particular interest in analyzing complex planning scenarios and investment solutions. His attention to detail, analytical mindset, and passion for problem-solving help clients make informed decisions aligned with their long-term goals.

David holds the Certified Plan Fiduciary Advisor (CPFA®) designation and Series 7 and 66 registrations through LPL Financial. He also maintains a California insurance license (#4297328). David earned a double major in Finance and Real Estate from the University of San Diego.

Outside the office, David enjoys staying active and taking advantage of Southern California's outdoor lifestyle. He can often be found playing beach volleyball, spending time with friends and family, or enjoying a day in the San Diego sunshine.