About Us

Monterey Bay Asset Management, LLC is a Registered Investment Advisor and 100% fee-only fiduciary, 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™ trade professional, David is an active member of the Financial Planning Association, Northern California Chapter.

David lives in Corral de Tierra with his wife of 20 plus years, Natalie, and his two teenage children, Jacquie and Josh.  He enjoys traveling, watching his kids play sports, playing water polo and swimming with his chocolate lab, Jade.