David began his financial services career in 1982 following an undergraduate degree from UCLA and seven years of professional baseball. David earned licenses in securities, insurance, real estate and then in 1985, his CERTIFIED FINANCIAL PLANNER™ professional certification. In 1997, David started Penniall & Associates, where he has provided comprehensive financial services to a wide range of individuals, corporations, small businesses, self-employed persons and professional athletes. He also is a Registered Principal with United Planners.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP logo in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
Tina's experience is in employee benefits and insurance. She handles all client Medical, Dental, Life, Long Term Care Insurance and Medicare Supplement sales. Tina holds a California Life and Disability insurance license and provides full insurance services for both individuals and businesses. She has been in the insurance industry since 1996 and is a Registered Assistant with United Planners. Tina has been with Penniall since 2000.
Mark has been serving as benefits broker and consultant since 2004. He is a Life Agent, Property & Casualty, Series 6 and Series 63 licensed and is a Registered Assistant with United Planners. Mark consults with both small and large businesses on all aspects of employee benefits. He specializes in strategic planning and development, renewal negotiations, claims analysis, and cost savings alternatives. Prior to joining Penniall & Associates, Mark worked for 4 years at Great-West Life, marketing health and 401(k) plans to large employers. Mark played professional tennis on the ATP tour prior to starting his insurance career and is a graduate of the University of Wisconsin with a degree in Economics.