David Koch

Senior Wealth Advisor at Halbert Hargrove
On the record
Represented by:

David joined Halbert Hargrove in 2011. David advises a wide variety of clients, including individuals, families, corporate retirement plans, family limited partnerships, and nonprofits. David is a Chartered Financial Analyst® charterholder (CFA). He was awarded this certification, noted for its rigorous curriculum, after he passed three sequential six-hour exams and earned four years of qualifying professional investment experience.

Recent Quotes
Sign up to view all
  • Break up the day into manageable chunks. Your kids can’t sit still without a recess at school, what makes you think they can do it at home? Consider the Pomodoro Technique. This is a time-management method developed by Francesco Cirillo in the 1980s, which uses a timer to break work into 25-minute chunks separated by short breaks. The “Pomodoro” (tomato in Italian) comes from the tomato-shaped kitchen timer he used to keep track. The technique helps to divide large projects into smaller, more manageable ones and supposedly improves creativity and concentration. Meanwhile, use your breaks to check in with the kids and have a recess.

    26 October 2021
Sign up to view all
  • Halbert Hargrove
    Senior Wealth Advisor