David Bolanos

AWMA®, AIF®
Managing Director,
Wealth Advisor

David is a highly regarded financial planner dedicated to empowering individuals, families, and business owners to achieve their financial goals. Taking a fresh approach that emphasizes education, David focuses his efforts on the development of financial plans, asset allocation, and investment strategies for savvy clients. Renowned for his expertise in investment management, estate planning and tax sensitivity he takes a holistic approach to wealth management. As a lifelong learner, David stays at the forefront of industry trends and insights so that he can develop bespoke solutions that align with each client’s unique financial aspirations.