David L. Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a bi-coastal private wealth management group with offices in Newport Beach, CA and New York City, managing over $1.5 billion in client assets. In 2018, David was named as one of Barron’s Top 100 Independent Advisors, Forbes Top Wealth Advisors, Financial Times Top 300 Registered Investment Advisors, Forbes Best-In-State Advisors, Barron’s Top 1,200 Advisors, and Investopedia Top 100 Influential Advisors.  In April 2015, after eight years as a Chairman's Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services, The Bahnsen Group partnered with the fiduciary focused, HighTower Advisors. David is a frequent guest on CNBC, Bloomberg, and Fox Business and is a regular contributor to National Review and Forbes. 

David serves on the Board of Directors for the National Review Institute and the Lincoln Club of Orange County and is a founding Trustee for Pacifica Christian High School of Orange County.  He is the author of two books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press) and A Case for Dividend Growth (Post Hill Press). 

David's true passions include anything related to USC football, the financial markets, politics, and his house in the desert. His ultimate passions are his lovely wife of 16+ years, Joleen, their gorgeous and brilliant children, sons Mitchell and Graham, and daughter Sadie, and the life they’ve created together in Newport Beach, California.
 

Robert is a Partner who provides concierge-level services to select clients of The Bahnsen Group. He also leads and manages our Retirement Plans practice. In this capacity, Robert works with plan sponsors to optimize plan designs and participant outcomes. His focus on and provision of hands-on training, plan options, and program facilitation finds him regularly speaking to large groups of employees who are seeking to better utilize their 401(k) plan and other retirement vehicles that are available to them.

Robert joined The Bahnsen Group in 2013 after working as a Financial Advisor at UBS Financial Services, Inc.

Robert is a Chartered Retirement Plans Specialist (CRPS™) and a CFA Charterholder.

He serves on the Investment Advisory Committee for the City of Irvine, California and on the Orange County Sheriff's Advisory Council. Robert also serves as a Professional Services Responder (PSR) for the Orange County Sheriff’s Department where he provides administrative and leadership support for their public mission.

As a Bahnsen Group Partner and Managing Director of the team’s Private Wealth Advisor Group, Brian manages lead relationship management, investment strategy, financial and retirement planning, and advanced estate planning strategies for our clients.  Brian has a diverse professional background with over 15 years of financial advisory experience including UBS, Smith Barney and most recently at Morgan Stanley where he was promoted to First Vice President. 

Brian holds the Certified Financial Planner ™, and Accredited Investment Fiduciary™ designations, along with the Series 7 and 66 securities and the California Life and Health Insurance License.  Brian received his Bachelor’s degree in Business and Economics from The University of California at Santa Barbara.  Brian lives locally with his wife Sara and daughters Sophie and Anna and adores his active lifestyle with them outside of the office.

Sean Latimer works as a private wealth advisor focused on developing comprehensive financial solutions for clients.    Sean joined The Bahnsen Group in 2019 after working as a Financial Planning Specialist at Morgan Stanley where he was named to the Pace Setter Club for 2016, 2017, and 2018.

He also serves on the Investment, Banking, and Audit Committee for the City of Laguna Niguel, California. Sean currently holds the Series 7 and 66 securities licenses along with California Life and Health Insurance license.

Sean is a proud husband to his beautiful wife, Sarah, and father to his two sons, Mason and William.

Ericca brings stellar experience in client service and office management to The Bahnsen Group. Prior to joining us, she managed the office of an international manufacturing company in Orange County, covering more than fifty employees.  She possesses great skill in business administration and has a real passion for supporting the client experience and advisors at The Bahnsen Group.

A devoted mother, Ericca enjoys outdoor activities, year-round youth sports, and days at the beach.  Relaxation usually involves yoga or long runs and time well spent with family.  Ericca also serves in the community events of her mother’s church.

In his consulting capacity, Glen provides analysis and guidance regarding the customer experiences that we create and deliver on our various digital platforms.  Glen supports the Strategy and Communications department with deep digital and creative marketing experience he gained over the last 20 years, as a Partner of the Brainyard advertising agency where he produced well over 100 websites.  Glen has both front and backend coding skills that brings The Bahnsen Group senior level deployment of digital initiatives.  Glen provides deep analysis through the use of enterprise level tools to help create a functional yet simple online experience

His early professional experience was spent in financial accounting and the design of control and reporting systems for a variety of financial institutions, the Resolution Trust Corporation, and for a host of digital startups.

Glen received his Bachelor’s in Economics and Master’s in Business Administration from the University of California, Irvine. 

Kelsey serves as the Executive Assistant to our Managing Partner, and is based in our New York City office. She is the direct conduit to Mr. Bahnsen, and deeply involved in client service, meeting facilitation, and all high level administrative needs.

Kelsey is a graduate of The King’s College in Lower Manhattan with a B.A. in Media, Culture and the Arts as well as a former professional ballet dancer. She served as the Executive Assistant at Central Presbyterian Church on Park Avenue before joining The Bahnsen Group. Kelsey enjoys dancing part-time with a NYC-based ballet company, frequent visits to art museums and exploring New York City.

Michael is a graduate of Villanova University, and began his career at a “Big Four” accounting firm, where he spent four years with KPMG, working in both Orange County, CA and Philadelphia, PA. Michael returned to California in 1995 and to join the family firm and it has been his home ever since, working alongside a team of other accounting professionals including his father, Dennis.  Michael has held leadership positions in the Orange County/Long Beach Chapter of CalCPA, including serving as chapter president. 

Michael's passion in his accounting practice is developing relationships with clients.  He believes that proper tax planning gives an opportunity to understand people as individuals, and not merely to study their numbers. He prides himself on his ability to formulate customized plans and then guide and support clients in the execution.

Michael's passions include college basketball (especially with Villanova regularly in the hunt for a national championship).  He particularly enjoys time and travel with his family.