David Alarid

David Alarid

Insurance Specialist
CA License No. 732079

Phone: (949) 223-8100
E-mail:

David, an Associate Partner, has been with Tax & Financial Group since 1987. For over 24 years, he has specialized in guiding individuals, families, and businesses with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business planning strategies as well as life, health, and disability insurance programs.

David’s commitment to his clients and strong values has earned him an excellent reputation in the industry. He is the President of the Premier Resource Group, a national association of top level financial advisors, and a Qualifying and Life Member of the Million Dollar Round Table (MDRT), an international network of leading financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity. David was honored with the Samuel R. Weems award in 2003 for his high standards in professionalism and continued contributions to MDRT. Additionally, he is a National Quality Award recipient and also served on the MDRT Ethics Committee in 1999, 2000, 2003, and as Committee Chair in 2008.  

David enjoys giving back to the industry through mentoring other professionals and speaking to groups about his personal and career experiences. He has been a featured speaker for many organizations including: MDRT, the National Association of Insurance and Financial Advisors, Securian Schools, Securian affiliated firms throughout the country, and insurance company sales forces. David has been featured in multiple media outlets including the websites of the New York Daily News, Reuters, Yahoo Finance, and the Boston Globe.

Click Here to Read: “Orange County Financial Advisor Delivers 63 Year Old Death Claim” from the Star Tribune Featuring David.

In addition to the industry, David has also given back to his community. A former college and professional baseball player, in 2004 he gathered four other dads in his hometown and established the Ladera Ranch Little League, serving as their first President.  The league has grown to 86 teams with over 1,000 participants.

David graduated from UCLA with a Bachelor of Science in Economics in 1986. Since then, he earned the Series 6, 63, and 65 securities registrations. He is also a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.

David resides in Ladera Ranch, California, with his wife Susan and four children.

David’s professional philosophy:

“In servicing my clients, I shall, in light of all circumstances, recommend that course of action, or provide that service which, had I been in the same situation, I would have applied to myself.”