# David

- **Website:** <https://ambroam.com>
- **Primary alias:** `ambroam.com`

## Description

Ambrosia Asset Management is a financial services practice based in Corona, California, helping individuals and families plan for their financial futures. Its services address the needs of a broad range of clients, including entrepreneurs and executives, peak-career professionals, pre-retirees, retirees, and high-net-worth individuals. The practice focuses on retirement planning, wealth management, and portfolio construction and risk management, alongside estate strategies and wealth-building guidance for professionals.

Ambrosia’s process begins with a review of a client’s financial documents, risk tolerance, and objectives. It then develops strategies intended to match the client’s investor profile and works to keep financial goals on track as circumstances or markets change. The practice emphasizes personal conversations, open communication, and understanding each client’s goals and family needs before discussing suitable solutions. Prospective clients can request an initial conversation or consultation. The website also offers educational resources, including articles, videos, calculators, and information on retirement, investment, insurance, tax, and money topics. Its materials are for general educational purposes and are not individualized financial, tax, or legal advice.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_
- 💰 Investing _(under Finance)_

## Links

- [twitter](https://twitter.com/DavidYCFA)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idPRU_-iKi/w/600/h/176/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791012197076)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idPRU_-iKi/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791012197476)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Cod Gray | #141414 | accent |
| Gulf Blue | #02165a | dark |
| Picton Blue | #55acee | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idPRU_-iKi/w/1500/h/500/idNWiEr8C-.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791012197315)

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_Source: <https://brandfetch.com/ambroam.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._