David Morehead, CRPS, CPFA

Vice President of Retirement Plan Consultant, OneDigital Retirement + Wealth

14 years of experience


David has been in the financial services industry since 2007. His area of experience involves defined contribution, defined benefit, and non-qualified deferred compensation plan consulting. He holds both his Series 7 and Series 66 FINRA registrations as well as the Chartered Retirement Plan Specialist and Certified Plan Fiduciary Advisor designations. David was also nominated as one of the 300 Most Influential Retirement Plan Advisors in 2010 by PlanSponsor Magazine and has been awarded as one of the Top Advisors for the past eight years running. These designations and accolades indicate David's high level of proficiency when seeking to provide clients with a more optimal solution for their retirement planning needs.

David holds a Bachelor of Science in Management Science from the University of California San Diego. His education there provided him with in-depth knowledge of statistical analysis, economic theory, and business management that he has translated into his practice, where he uses these skills to maintain a high level of client satisfaction.

In his free time, David is very active in the San Diego baseball community. He played competitively across the country and internationally for 21 years before beginning to coach youth baseball teams and camps in his free time. He is also an avid fisherman and enjoy hitting the trails for an exhilarating mountain bike ride and getting out on the golf course. He currently lives in Bend, OR, with his wife, two daughters, and their two dogs.

CA Insurance Lic. #0F73156

Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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