David Bolanos

AWMA®, AIF®

Managing Director,

Wealth Advisor

Taking a fresh approach focusing on transparency, David focuses his efforts on the development of financial plans, asset allocation and investment strategies with savvy investors. David leads the VestGen-Inverness team in investor education initiative designed to improve financial literacy amongst mainstream investors and is responsible for delivering comprehensive risk management solutions to the firm’s clientele. 

Empowering Your Financial Future.
Trusted Advisors. Tailored Solutions.
Join Our Community.

 
Linkedin Facebook Instagram

Privacy Statement  |  VestGen CRS  |  Broker-Dealer CRS

 

© 2024 VestGen Wealth Partners

 
Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. VestGen Advisors and Private Client Services do not offer legal or tax advice, and information here should not be construed as such. Always consult a legal or tax professional regarding your specific situation.
 
The information provided on this website is for informational and educational purposes only, and does not constitute financial or legal advice.