A native of Los Angeles, David resides in the San Fernando Valley with his wife, two daughters, and a menagerie which includes two dogs and pair of birds. In setting the course for his professional career, David knew he wanted to do work that would result in changing people’s lives for the better. Upon meeting Bart Stevens and being introduced to Special Needs Planning and how it impacts the lives of families and persons with special needs, he knew he had found his mission in life.
David enjoys the challenge of helping people maximize and protect the benefits they are entitled to and is passionate about helping families to create a secure future for all their loved ones. He is a highly sought after speaker on the many subjects and issues that affect the special needs community and provides comprehensive planning services through his firm, Serenitas Special Needs Planning.
Active in the community, David volunteers his time with The Special Needs Planning Institute (www.SNPInst.org) and with his daughter’s schools. In his free time, David enjoys cooking, gardening, playing guitar and spending time with his family. He holds a B.A. from Tulane University, an M.B.A. from Pepperdine University, and is CA life/health, Series 7 and 66 licensed.
Dynamic and heartfelt, David Terk brings personal anecdotes and technical expertise, with an engaging sense of compassion to the sensitive topic of Special Needs Planning. He is available for local, state, regional, national and international speaking events for families and professionals. Please call for information and availability.