David Frings
Wealth Advisor @OneDigital
El Dorado Hills, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jul 2024 — Present
Wealth Advisor @OneDigital
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Prospected and converted 401(k) plan relationships into wealth management accounts, driving new business revenue-Delivered educational demos/seminars to executive stakeholders and participants, positioning SaaS-based retirement solutions and compliance reporting tools-Acted as strategic partner to 149 institutional clients, ensuring renewals, upsells, and new business wins.
EDUCATION
N/A
University of the Pacific
Bachelor's Degree
ABOUT DAVID FRINGS
Financial Planning is most powerful when investment strategy, tax planning, and insurance…
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