Guiding individuals and families through life's financial decisions with clarity, strategy, and care
David Duran is a seasoned professional with over two decades of experience in both the finance and medical fields. He earned his Bachelor of Science in Business Administration with a focus on Marketing from the University of Southern California in 1997, where he also completed coursework in Accounting, Finance, and Statistics. Before becoming National Sales Director at Americhoice Financial Group, David served as an Agency Mentor at his previous Brokerage Firm, where he onboarded and trained agents, identified skill gaps, and managed client needs through the Preferred Client Services team. His professional strengths extend beyond technical knowledge to include a deep passion for people and a natural talent for developing sales training programs that enhance communication and boost performance. Outside of work, David is an avid golfer, a devoted husband of over 26 years, and a proud father and grandfather. He shares his home with three dogs and two cats and approaches life with purpose, compassion, and a commitment to continual growth—for himself and those he mentors.

Protect your legacy and provide for future generations.

Create predictable income streams for confidence and stability.

Safeguard what you've built with strategies designed to reduce risk.

Minimizes taxes and keeps more of your hard-earned wealth.

Prepare for life's unknown with proactive risk management.

Business Planning, CRT, Wealth Management, and more.
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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