About Us
W David Beutel, CFP®, CFA, CIPM
Emerald Bay's Investment Advisor Representative is David Beutel, a graduate of Stanford University with a diverse professional and entrepreneurial background.
David served as a Peace Corps volunteer in Central Asia, taught high school social studies in inner-city Los Angeles, worked as a school principal, sold industrial valves and piping, sold insurance, managed rental properties, and brokered residential and commercial real estate sales.
Along the way, David has earned a number of prestigious certifications, including Certified Financial Planner®, Chartered Financial Analyst, and a Certificate in Investment Performance Measurement.
David follows the late Zig Ziglar’s edict that you can have whatever you want in life if you just help enough other people get what they want.