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David M Streit

David M Streit

Chief Operations Officer

David graduated from the University of Florida and entered the insurance business in 1978. He is a third-generation insurance professional. David ran his own insurance brokerage firm for 20 years and was the marketing vice president for a special risk life and disability wholesaler. 

David was a retirement income specialist and sales manager with two major life insurance companies before joining the firm in 2010.Capitalizing on his talent for strategic planning, project management and organization, David serves as the COO for the firm and manages the operations team here and in Hawaii.

David is married to Tess and has four adult children. He is active in the community and has served on the boards of community nonprofits. He is also Executive Director for Patti’s Way Charitable Foundation, a family foundation that he and his brother run. He loves traveling, hiking, and taking long weekends with Tess.

CA Insurance Lic # : 0B83683
Domicile in CA