Type your paragraph here.
Type your paragraph here.
who we are
Recognizing the need for highly customized, client focused, tax-efficient investment management and financial planning services, David founded Legal Advantage Investments, Inc. in 1993. With over 25 years of experience helping families secure their financial futures, David has learned that its the little details, added up over time, that make the biggest impact on a client's financial future and peace of mind. David prides himself on his proactive, hands-on approach. He treats clients as he would a family member - thinking about what is truly in their best interests and providing responsive and fully transparent services devoid of hidden fees. David often interacts with estate attorneys, tax accountants and other service providers on a client’s behalf, making sure that recommendations are customized to properly address the needs of his clients. Offering an extensive range of financial planning strategies enables David to provide a comprehensive service to his clients through every stage of their lives. David received his J.D. cum laude from Harvard Law School. He previously was an intellectual property attorney at the Silicon Valley firm Fenwick and West. He received a B.S. in Applied Mathematics-Economics, magna cum laude, from Brown University.
Legal Advantage Investments, Inc. is an investment advisor located in California and registered with the Securities and Exchange Commission (“SEC”). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Legal Advantage Investments, Inc. only transacts business in states in which it is properly registered or is excluded or exempt from registration. The information included on this website is for informational purposes only, is subject to change without notice, and is not individualized investment advice. Investors should determine for themselves whether a particular service or service provider is suitable for their needs and be aware that comparable services may be available elsewhere at a lower price. Legal Advantage Investments, Inc. does not provide tax or legal advice and individuals should consult with their tax or legal advisor for such advice. All investing involves risk, including the possible loss of principal. Past performance may not be indicative of future performance and there is no guarantee that an individual client’s investment objectives will be attained.
David Spector, Founder and President
Legal Advantage Investments, Inc.
Type your paragraph here.