David Carbiener

Partner
Vice President
Wealth Manager

David Carbiener is a Wealth Manager that enjoys working with individuals, small businesses, and non-profit organizations. His practice emphasizes helping clients make intelligent financial decisions. David develops personalized financial plans that can benefit the individual's or business's financial goals through the use of asset allocation, tax advantage investing, and retirement planning.

David joined Steward Partners Investment Solutions (formerly Umpqua Investments) in 2005.  Previously, David served as a Financial Advisor for five years at Humboldt Bancorp, serving the financial needs of clients in the Northern Humboldt County area. David joined the financial industry in 1992 as an Insurance and Financial Advisor for The Prudential Life Insurance Company of America, where he maintained an independent office in Eureka California.

David graduated in 1987 from Humboldt State University (Arcata, CA) with a Bachelor of Science Degree in Business Administration, with an emphasis in Operations Management. In 1992 he achieved his Series 6 and 63 securities licenses as well as insurance licenses. In 2000 David upgraded his security license to a Series 7, and then again 2020 upgraded to Series 66.

As a youth David grew up in Santa Rosa, California. Upon graduating from HSU in 1987 he made his home in McKinleyville, California. He and his wife, Charmaine, have five children. David enjoys backpacking, fishing, and outdoor photography.

 

 

Phone (971) 353-7773
Fax (971) 353-7801