Founding Partner & AdvisorDavid O. Schrempf, CPFA®
Email: David@KaizenFP.com
Direct: (818) 587-4206 (texting allowed)
Cell: (818) 632-3835 (please do not text)
David Schrempf has been guiding individuals, families, and businesses through complex financial decisions since 2009. As a financial advisor and insurance professional, he focuses in corporate retirement plans—including 401(k), 403(b), Defined Benefit, Cash Balance, and Executive Compensation plans—and Corporate Benefits such as Health Insurance, Voluntary Benefits, and Wellness Plans. For individual clients, David offers experienced advice on life insurance, disability, long-term care, annuities, health insurance, and property & casualty coverage (including homeowners, auto, umbrella, and business insurance like workers' compensation).
David holds Series 6, 63, and 65 investment registrations and the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). He earned a Bachelor’s Degree from the University of Pennsylvania and is certified in Lean Manufacturing through the University of Michigan. A graduate of University High School in West Los Angeles, David also spent time as an AFS Exchange Student in Australia.
Before entering the financial services industry...
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