Dave Mishriki
Regional Private Banking Executive for California
- Role
- California Regional Private Banking Director at First Citizens Wealth
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Dave Mishriki
As a Director of Private Wealth, I lead a team that specializes in guiding high-net-worth…
Experience
California Regional Private Banking Director
Mar 2025 — Present · CA, US
As a Director of Private Wealth, I lead a team that specializes in guiding high-net-worth individuals, families, and business owners through the complexities of wealth management with a personalized and strategic approach. With a deep understanding of financial markets, tax-efficient strategies, legacy planning, and portfolio management, we help clients align their wealth with their values, goals, and long-term vision.We take pride in delivering holistic financial solutions that go beyond investments — incorporating estate planning, philanthropy, intergenerational wealth transfer, and risk management. Our philosophy centers on building lasting relationships based on trust, transparency, and a deep understanding of each client’s unique financial journey.We collaborate closely with attorneys, CPAs, and family office teams to ensure seamless, coordinated service, and are passionate about helping clients protect and grow their wealth across generations.
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