BancWest Investment Services

David Ellman

Private Client Advisor

Contact Me

(925) 278-3206(925) 278-3206

About David

As a Private Client Advisor with over 20 years of experience, I specialize in creating customized retirement and investment plans for affluent clients. You will get personalized attention that identifies your needs, plans the future and manages goals as they change along the way.

Life is constantly ushering in new challenges. It’s our goal to partner with you, so that you can greet each day knowing that a plan is in place to identify financial needs, opportunities and manage your future.
Financial Services
  • Goals Based Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Estate and Succession Planning
  • Comprehensive Life Insurance Solutions
  • Banking Services
Walnut Creek Wealth Center
US 1333 N California Blvd Suite SL 10 Walnut Creek, CA 94596
Investment Call Center
(888) 808-2947(888) 808-2947

Customized Guidance

Where are you now? - Wealth Accumulation

Where are you now? - Wealth Accumulation

Where would you like to be? - Wealth Protection

Where would you like to be? - Wealth Protection

What are your aspirations? - Wealth Transfer

What are your aspirations? - Wealth Transfer

Multiple Investment Options Provide Choice

We offer you a model adapted to your degree of involvement in the management of your personal assets. You may choose to work with one or a blend of options depending on your needs.
Online Investing
Brokerage Solutions
Investment Advisory Solutions
Global Investment Management and Fiduciary Services
Online Investing
You want to do your own management
You wish to manage your assets yourself and are well-informed about capital market. We will take care of all the administrative aspects of your portfolio (order execution, reports, etc.)
Brokerage Solutions
You want recommendations for your management
You would appreciate suggestions from our specialists regarding alternatives outside of managed money. We have a number of choices, including: Mutual funds, Annuities, Structured notes, Bonds, and CDs
Investment Advisory Solutions
You want management tailored to a specific strategy and desire:
Advice from our specialists about managed money solutions suited to your investing needs. We provide specific strategies such as growth or income, access to leading managers included names like BlackRock, Russell, and Vanguard, and low initial investments starting at $25,000.
Global Investment Management and Fiduciary Services
You want advice for your management and you want to benefit from:
Performance and risk management adapted to your investor profile. We provide customization, easier access to global diversification, responsiveness for seizing market opportunities, continual monitoring of your positions and fiduciary, trust, and estate services