David La Rue, Ph.D.
Wealth Management Consultant
7090 Atascadero Ave.
Atascadero, CA 93422
David La Rue focuses on providing customized financial planning that is tailored to each client’s distinct circumstances, goals and needs. He enjoys developing a plan with strategies that will help guide clients toward their financial goals. Educating investors is important to David, so he works to help clients understand the process and potential outcomes and have realistic expectations for the future.
David joined Cornerstone Wealth Management in 2016 and previously worked for seven years at a national financial firm. He chose to become an independent advisor in order to put his clients first and provide objective advice. He specializes in retirement and estate planning, business succession planning, family estate equalization, and farm and business sustainability planning.
A multi-generational California native rancher, David has worked as a consultant since 1981, developing his philosophy that the client’s needs and goals are always primary to decision solutions. He holds a Ph.D. and master’s degree from Texas A&M University and a bachelor’s degree from Cal Poly in San Luis Obispo.
With a strong belief in giving first, David has served his community in many ways, including as a school board trustee, special advisor to the county board of supervisors, 4-H and FFA, and numerous youth scholastic, athletic and social needs organizations. He and his wife, Carolynn, have raised five children and are cattle ranchers, farmers and outdoor adventurists.
David La Rue is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC.