David Bartman
David Bartman, CFP, attended UCLA, in 2004, to obtain a Certified Financial Planner (CFP) certification. After passing the CFP exam in July, 2006 he worked in the financial planning field. David helped his clients with estate planning, retirement planning, and general budgeting for each of his clients to achieve their financial goals.
He was a founder of Tsunami Software which specialized in the legal software integration market, integrating all aspects of billing and client matters while maintaining the existing configuration that each employee in each law firm is comfortable utilizing. He was responsible for raising 80% of the capital required to launch the company. During this three-year tenure, he initiated and negotiated the majority of product sales. In 2006 the company changed its name to Integration Appliance and remains a leader in its segment.
Prior to joining Tsunami, Bartman was a ranked professional golfer for over six years.
David was born and raised in Los Angeles attended Brentwood School. David has spent some of his free time with philanthropic activities with such local charities as Chrysalis, Los Angeles Free Clinic, Concern Foundation, Heal the Bay, and Tree People.
Bartman attended University of California at Los Angeles (CFP, 2006) and University of California Santa Barbara (BS, 1994).
