Bio

Passionate about helping families secure their futures, David Gianna is a Certified Estate Planner® and Chartered Life Underwriter® with a distinguished career as a retired military member based in Simi Valley, CA. With extensive experience in human performance, he understands that every individual learns differently, requiring a customized client experience tailored on a case-by-case basis. His empathetic education style makes complex estate planning concepts accessible and actionable, empowering clients to protect their legacies with confidence.

David is dedicated to guiding clients through the complexities of estate planning with clarity and care.