David Bahnsen

With considerable experience as a financial advisor, David Bahnsen serves as a managing director at Morgan Stanley. In that capacity, he heads the Bahnsen Group in Newport Beach, California. David Bahnsen works with a variety of clients in areas such as investment management and financial planning. More specifically, his professional areas of focus include advanced estate planning, business development, and tactical asset allocation.

David Bahnsen has earned the credentials of Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA). As a testament to his business and advisory skills, he has received accolades from On Wall Street magazine and Barron’s magazine. In addition, he is a five-time member of the Chairman’s Club.

The website, www.thebahnsengroup.com, offers useful information about the financial group. It includes a complete listing of available financial services, a guest book and digital brochure, directions to the group’s office location, and contact information. The site also offers press materials on the group.