Who is Dave?

In 2014 I was graduating college with a degree in Arabic and Middle Eastern Studies and I realized I didn't know anything about money.

So I got a job at Fidelity Investments so I could learn everything I could about investing and building wealth.

I discovered that I loved learning about it, was good at it, and people like me needed help.

I started pursuing the Certified Financial Planner designation and helped thousands of people sort through their financial questions and find solutions.

In 1 year I was promoted 4 times and tripled my income.

Then, in 2016 I was head hunted by a small wealth management firm to build out their financial planning offering.

Over the next 2.5 years:

- I finished the rigorous requirements to become a CFP pro
- Created a financial planning process that added millions of dollars of net worth to our clients
- 3X the assets of the firm

The number 1 thing I learned is that planning often has a higher ROI than investment management.

That was when I saw a HUGE problem: The financial services industry was leaving a lot of people behind.

The vast majority of advisors are playing one of two games:

1. Get more assets under management

2. Sell as many products to as many people as possible

This means the best advisors only help those who already have a ton of money (older people), and the rest only do enough "planning" to present their product as the solution.

You don't need that. You need a comprehensive financial game plan that gets you what you want. You need conflict free advice that gets you to where you want to be as efficiently as possible.

That's what I do. If you want to see an example, check out the free client case study and fill out an application to chat with me.


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