Hermitage Advisors
47yrs
Top advisor by experience in Danville
22yrs
David Chase has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Danville, California. After four years at LPL Financial, David joined Castlewood Financial Advisors in 2025, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and hourly fees.
One of 176 advisors with offices in Danville, and one of 155 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
OfficeDanville, CA
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through Castlewood Financial Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowCastlewood Financial Advisors, LLCCurrent firm
- 2005 – 2009LPL Financial LLCPreviously
Contact David
(925) 899-0133Castlewood Financial Advisors main office Danville, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Castlewood Financial Advisors at (925) 899-0133 and ask for David Chase. David works from the Danville, CA office.
How long has David been a financial advisor?
David has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Castlewood Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cetera Investment Advisers
44yrs
Top 1% by experience in Danville
Encompass More Asset Management
44yrs
Top advisor by experience at Encompass More Asset Management
Encompass More Asset Management
42yrs
Top 2% by experience in Danville
Wells Fargo Advisors
42yrs
Top 2% by experience in California
UBS Financial Services
42yrs
Top 2% by experience in California