David McDonald Financial Advisor

01/28/2025

I extend my sincere appreciation to my clients for their understanding of the health issues that I have now successfully overcome. Looking forward to a thriving year ahead! Happy New Year!!

01/04/2024

Announcement!! We are excited to welcome Chris Fultz to the office of David McDonald, bringing with him a wealth of experience spanning over 15 years in the financial sector. A native of Northern California, Chris has carved a notable career path where his expertise has been instrumental in shaping financial strategies and operations.

Before joining us, Chris made significant contributions as a Regional Operations Director in the Sacramento area. In this role, he demonstrated exceptional leadership that he now brings to our team. Chris's academic background lays a unique foundation for his professional journey. He holds a double Bachelor of Arts in Psychology and English from California State University of Sacramento, where he focused on education and business. This diverse educational experience has equipped Chris with a rare blend of analytical and communicative expertise, essential in the complex world of finance.

What truly sets Chris apart is his passion for educating people about their financial needs. He believes in not just offering services but also empowering clients with knowledge, ensuring they make informed decisions. His commitment to service excellence is evident in every interaction, making him a valuable asset to our team and clients alike.

As Chris embarks on his new journey with New York Life, he is enthusiastic about contributing to our mission of providing outstanding financial solutions. His blend of experience, education, and dedication to client education will undoubtedly enhance our team's capabilities and reinforce our commitment to excellence in service.

Welcome aboard, Chris! DavidandTricia McDonald

04/02/2020

I've been busy holding virtual meetings to discuss current events affecting investments and retirement. Don't hesitate to message for no cost conversation or online meeting. Our country is strong and will overcome these events! Stay safe and stay healthy

03/31/2020

Attention Small Business Owners- See the SBA website for potentially forgivable loan to help you through this shutdown.

02/29/2020

Good read today from the largest money manager in the world. Stay calm and get good help

01/19/2020

DavidandTricia McDonald

Over 100 years of NYL experience on stage sharing their stories of success and their advice on taking care of clients’ financial futures. (Agents Lars Willerup, David McDonald, Rick Paulsen, and Oscar Anzaldo)

01/08/2020

We've expanded! Now serving our Spanish speaking community! Meet Diego! Ahora extendiendo y dándole servicio a nuestros clientes que hablan español. Conoce a Diego, quien está disponible para su consulta. Llama ahora 530-934-2000

07/26/2019

Jon Le on the left and Thomas Le on the right. Grateful to be working with a team of successful people like these two. I appreciate these friends and business partners so much. They are HIRING like minded people who are passionate about helping others. Message me for details

05/22/2019

Just got licensed in Hawaii! Now helping clients with their Investments and Life Insurance in California, Nevada, Texas, Colorado, Oregon, Washington and Hawaii!

05/12/2019

So great to see so many faces at the Willows Lamb Derby festivities! Thank you to Emily and Bella for making so many kids smile today!