Monterey Bay Asset Management, LLC is a Registered Investment Advisor, providing investment management advice to individuals, professionals, and business owners. The company is dedicated to providing customized solutions and objective advice to its clients.
Our compensation is on a strict fee-only basis – we do not receive sales commissions, and have no direct monetary incentive to select certain products for clients over others. This helps free us from conflicts of interest, and enables us to make decisions in the best interests of our clients.
David C. Palshaw, founder and president, holds a BA in History from Dartmouth College and an MBA in Finance from the University of California, Davis Graduate School of Management. A CERTIFIED FINANCIAL PLANNER™ professional, David is an active member of the Financial Planning Association, Northern California Chapter.
Mr. Palshaw and his wife, Natalie, have resided on the Monterey Peninsula since 1976, and have two children (Jacquie and Joshua). In addition to spending time with his family, David enjoys archery, swimming, playing water polo, and volunteering in the community.