David A Stevens, CPA®, CFP®, MBA
Dave was licensed as a California Certified Public Accountant in 1966 and added the CERTIFIED FINANCIAL PLANNER® designation in 1986. He has been continuously licensed as a Registered Representative of a FINRA Broker Dealer firm since 1986. His current Broker Dealer is Sigma Financial Corporation, based in Ann Arbor Michigan. In order to help his Clients achieve their goals and dreams, Dave is licensed to sell mutual funds, stocks and bonds, limited partnerships, variable and fixed annuities, life and health insurance, and long term care insurance. Through Sigma Planning Corporation, he is also licensed to offered fee based services.
Dave was born in Chicago, Illinois but grew up on the Mexican border in Douglas Arizona. He graduated from the University of Notre Dame with a Bachelors of Business Administration in Accounting. After working in both Public Accounting and Private Industry Dave returned to the University of California, Los Angeles where he obtained his Masters of Business Administration. After obtaining his MBA he opened his own Firm, now known as Stevens and Ault Financial Services.
Dave and Linda have been married since 1966 and have two adult children, Maureen and Mark. Mark is a Landscape Architect and owns his own business in San Marcos, CA. Maureen, the Ault in Stevens and Ault Financial Services, lives in Irvine, CA. And has worked with her dad since she was in high school.
When not in the office, Dave enjoys travel, an occasional game of golf and Notre Dame sports, especially football.