Locations
8315 Lee Highway, Suite 325, Fairfax, VA, 22031 Get Directions
Specialties
- Insurance Adviser
- Investment Adviser
About
Jim David and his firm David Wealth Management serve a variety of clients, including executives, business owners and retirees. Mr. David earned his bachelor’s from Cornell University; his MBA from the College of William & Mary; and his master’s in taxation from Georgetown University. For over 30 years, Mr. David has acted as an Investment Advisor Representative, Certified Public Accountant and Personal Financial Specialist, working closely with clients to help them make the most of their wealth via investment, financial and tax advice. Clients seeking well-diversified investment portfolios and comprehensive financial, tax and estate planning will leave feeling confident about their future, as Mr. David works hard to optimize these plans for simpler and more organized financial lives. Those at David Wealth Management are dedicated to meeting new people and discussing how they can help achieve their financial goal to positively impact their lives.
Association Certifications
- Certified Public Accountant (CPA),
- Personal Financial Specialist (PFS)
- American Institute of Certified Public Accountants (AICPA),
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association (FPA)
Credentials
CPA/PFS
Specialization
- Financial Planning and Investment Management
- Tax, estate, retirement, investment and insurance planning
Education
- Cornell University, BS
- College of William & Mary, MBA,
- Georgetown University, Masters of Science in Taxation
