David Nau has extensive experience in the financial services industry, currently serving as the Agency Supervisory Officer at uFinancial Group since August 2021, following a dual role as Compliance Principal and Financial Advisor at U Financial Group since February 2017. Nau’s previous positions include Vice President Financial Consultant at Charles Schwab, Financial Advisor at Bank of America Merrill Lynch, and roles at CUSO Financial Services, PNC, and Merrill Lynch, with a strong focus on providing investment and financial planning services. Educationally, Nau holds a Bachelor of Arts in Psychology from the University of Washington, earned between 1988 and 1991.
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