With a combined 50 plus years of experience as financial advisors, Nissim & Gavidia was started by David Nissim and Frank Gavidia to give their clients an independent and unbiased approach to Investment Management and Financial/Retirement Planning. As fiduciaries their duty is to act in the best interest of their clients.
They believe that they are stronger as a team than individuals. With Frank as a CFP® Professional and David, a seasoned Investment Manager, together they bring an independent view to your financial needs compared to the large investment firms with their cookie cutter solutions.
Managing Partner & Portfolio Manager
David is a veteran of 35 years in wealth management and investments and comes with a family legacy of over 50 years in that very same industry. A native of San Francisco, David began his higher education at City College and started his career in the San Francisco Financial District as an investment adviser. Shortly thereafter he was married and moved to Walnut Creek where he raised his three children. David has been very involved in the community over the years and served as the President of the Walnut Creek Pony Baseball league for four years. Continuing to be involved in the Jewish community, David serves as Treasurer for Sinai Memorial Chapel in San Francisco holding that position for 15 years. A founder and President of the only Jewish cemetery in the East Bay, David continues to carry on the family legacy. Specializing in managing investment portfolios and working closely with clients and their families to uncover their goals and investment risks, David can bring understanding and certainty when it matters. In his free time David is an avid golf and tennis player.
Frank Gavidia, CFP®
Managing Partner & Chief Compliance Officer
Frank started 25 years ago in the industry as a Financial Consultant at Smith Barney. While he enjoyed what he did, he always felt that there was more that he could do besides helping clients select investments. Eventually he embarked on the study program to become a CFP® Professional. In 2008, he earned the CFP® designation by completing the study program and passing the exam. He began working with clients in a more comprehensive way but found he did not have all the tools he needed while still working at a brokerage firm. This led to the decision establish Nissim & Gavidia Wealth Management & Financial Planning, LLC. Frank firmly believes all Wealth Management begins with a plan. Frank grew up in San Francisco and graduated from San Francisco State University with a B.S. in Economics. He attended St. Ignatius College Preparatory also located in San Francisco. Frank is also a veteran. He served faithfully in the United States Marine Corp and was Honorably Discharged. His military experience taught him to have discipline, and above all to always show integrity. Frank is an avid soccer fan. He currently volunteers at Mount Diablo Soccer Association as a youth coach, referee and Assistant Treasurer.