The CSI Team

David R. Hudson, CFP®
Wealth Manager
Portfolio Manager

Mr. Hudson works diligently to address our clients’ financial planning needs and is a member or the firm’s Investment Committee. He is also assists with the firm’s trading and its operations department. Previously David was the Financial Planner and Trader for Tamalpais Wealth Advisors. Dave received a B.A. in Economics from New York University in 2003 and has a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco. Dave is a licensed Investment Advisor Representative (NASD Series 65) Certified Financial Planner.