Through 15 years of experience in the personal finance industry, David has honed his ability to identify a person’s needs and design financial systems to meet them. “The money my clients entrust to me is something much greater than dollars and cents – it is a tool to build a fulfilling life,” David explains, “I believe that one of the main services I provide to my clients is ensuring they are living gratifying lives now and in retirement.” In 2018, David co-founded Human Wealth™ reimagining the way advisors interact with their clients and how clients relate to money. Human Wealth™ is a financial planning method that is informed by a person’s subjective wellbeing or how they are experienci