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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

David A. Caples

DAVID A. CAPLES – Mr. Caples serves as a senior partner with Overland Investment Management with responsibilities in portfolio management, financial planning, administration, relationship management, strategic asset management and financial advisory services. Mr. Caples has many years of experience servicing nonprofit entities, employee benefit plans and institutional clients with their unique financial needs. Mr. Caples is a veteran of the U.S. Military serving in Naval Intelligence for over 20 years. Mr. Caples experience provides unique insight and strategies that enhance many areas of our company and or our client’s financial lives. David’s financial intelligence, knowledge and experience translate into a comprehensive financial plan for our clients. Mr. Caples received a degree in Business Administration and Marketing from Pepperdine University in Malibu, California.