David Cannon is a CPA, CFP®, and Investment Adviser Representative (IAR) with a rare combination of credentials and hands-on experience across accounting, taxation, and financial planning. A graduate of the University of California, Santa Barbara with highest honors in Business Economics and Accounting, David’s foundation in analytical rigor and precision sets the tone for how he serves clients today—through strategic, informed, and deeply personalized financial guidance.
Before founding DRC CPA, David spent five years as a tax accountant supporting clients nationwide, from small closely held businesses to multinational corporations. He later joined Cain Watters, one of the country’s premier financial advisory firms for medical professionals, where he specialized in guiding high-net-worth families and practitioners in fields like dentistry, orthodontics, and oral surgery. This experience built his reputation as a trusted advisor who bridges tax strategy with long-term wealth creation.
At DRC CPA, David’s approach is defined by radical transparency, technical excellence, and client education. His clients value him not only for accurate filings and tax efficiency but also for his ability to connect financial decisions to life goals—integrating accounting, investment management, and retirement planning into a cohesive strategy. For investors, business owners, and families seeking an advisor who understands both the numbers and the nuance, David Cannon delivers depth, clarity, and integrity in every engagement.
