David Dai is a Managing Director at True Path Financial, an agency of National Life Group, where he provides director-level leadership in Insurance, Life and Annuity, and Retirement strategies.
With over two decades of experience across financial services, insurance, and real estate, David brings a comprehensive, real-world perspective to helping clients and agents build long-term financial success.
Before joining True Path Financial, David served as an Agency Director with AIG, where he spent over six years recruiting, hiring, and training insurance professionals. In that role, he helped agents better serve their clients by implementing strategies focused on wealth accumulation, tax efficiency, and asset and income protection. His passion for mentorship and hands-on development continues to shape his leadership approach today.
In addition to his financial services background, David has been a Mortgage and Real Estate Broker and active real estate investor since 2003, with experience spanning commercial and residential properties, redevelopment projects, and property management throughout the San Francisco Bay Area and Silicon Valley. This experience allows him to bring valuable insight into real estate-based wealth strategies and long-term planning.
At True Path Financial, David is committed to building a collaborative, family-oriented platform where agents can grow meaningful careers. He believes in developing professionals one agent at a time through training, coaching, and mentorship—empowering them to deliver thoughtful, client-centered financial guidance with confidence and integrity.
David is insurance licensed in California.
CA Insurance License #: 0G36398