David P. Herrmann, CFP®

David P. Herrmann, CFP®

CEO | Advisor Associate

David is the founder and Chief Executive Officer of Herrmann & Cooke, Inc. (formerly Herrmann Financial Services, Inc.) and a CERTIFIED FINANCIAL PLANNER ™  professional. David specializes in retirement planning, estate planning, portfolio management, Risk management & insurance (CA Insurance License #0713662), and client service.

David served as vice chairman of the District Business Conduct Committee of the National Association of Securities Dealers (now FINRA) and is a member of the Financial Planning Association.

He coauthored Ways & Means, on ways to increase the value of your retirement dollars, and Strictly Business, on planning strategies for privately owned businesses. David's extensive community service has included serving on the boards of Shepherd's Gate, the Concord Rotary Club, Child Assault Prevention of Contra Costa County, Inc., and Heartlight, Inc. He is a past president of the Tri-Valley Executives Association and served as a Trustee for the Concord Rotary Endowment Fund. He also served as an elder and a deacon at Community Presbyterian Church in Danville and currently serves as the chief financial officer for Micro Business Mentors.

David graduated from the California Army National Guard Officer Candidate School, California State University, Northridge, and the College for Financial Planning.