David Potts assists clients with the formalization and implementation of their personal investment policy statements; each designed around a client's personal lifestyle goals and objectives. David helps develop customized planning solutions and helps advise clients on how best to meet their needs.

Why I Joined Dixon Financial Services:

My interest in finance began when I was thirteen. I asked my father, who worked in the financial industry, a seemingly simple question: “How do you know which stocks to invest in?” His answer turned into a 45-minute conversation about financial history, markets, and the principles that tend to reward investors over time.

That conversation sparked a lasting fascination with investing and shaped a belief that still guides me today: successful investing should be grounded in discipline, evidence, and sound financial principles rather than speculation. Learning those principles, and helping others understand and apply them, quickly became a passion.

After graduating from Santa Clara University, I spent eight years with Dimensional Fund Advisors, where I had the opportunity to work with hundreds of financial advisors and their teams. I helped them evaluate investment strategies, communicate complex concepts, and pursue better outcomes for the clients they served. During my time at Dimensional, I became one of the firm's youngest Regional Directors and Managers, and was honored to receive its Purpose Driven Award.

While I valued the chance to support advisors, I was drawn to Dixon Financial Services by the opportunity to work directly with clients and families. DFS shares my commitment to disciplined, evidence-based investing, thoughtful financial planning, and lasting client relationships. I am excited to put what I have learned to work in service of the families we are so fortunate to advise.

Outside of Work, My Passions Include:

I live in Orinda with my wife, Tracey, and our rescue dog, Pinto Bean. Outside the office, I enjoy hiking throughout California's state and regional parks, tending my garden, exploring art and history museums, and cheering on the San Jose Sharks.

David's Educational and Career Background:

David began his career in the financial industry as a member of Dimensional Fund Advisors’ Global Client Group, working there for eight years, before joining Dixon Financial Services in 2026. David graduated from Santa Clara University with a bachelor’s degree, and holds Series 7, SIE, Series 24, and Series 66 licenses.