About

David has been a professional Certified Financial Planner (CFP®) and investment manager for almost 30 years. CFP Professionals must pass the comprehensive CFP Certification Examination, meet the CFP Board's Fitness Standards and abide by the CFP Board's Code of Ethics, Standards of Conduct which put clients' interests first and comply with the Practice Standards for the Financial Planning Process.

David spent his early career working for a well-established financial planning firm in his hometown of West Palm Beach, Florida. There he focused on wealth advisement and investment strategies and created many successful financial plans on behalf of clients throughout the Florida region. He moved to Georgia almost 17 years ago and further developed his business in Cumming, Georgia where he expanded his services with a continued focus on building relationships with his clients to understand their unique situations to design custom tailored financial solutions to meet their needs.

David’s areas of expertise include Retirement Planning; 401K/403(b) Plans; Estate Planning; IRAs, Roth IRA’s and other managed investments; Charitable and Planned Giving Trusts; Career Changes; Asset Allocation; Divorce and Marriage Financial Planning; Mutual Funds, Stocks & Bonds; Succession Tax Planning; Sudden Wealth; Women’s Finances and Men’s Finances.

David has a passion for what he does for a living and feels privileged to help people and families make their dreams come true throughout Forsyth County, Northern Georgia, the Greater Metro Atlanta area, Florida and the entire Southeast. His firm won the Best of Georgia in 2022 for the second year and he has been voted the Best Financial Planner in Forsyth County for seven years, winning two awards in 2023. David has also been recognized as a Five Star Wealth Planner for seven consecutive years since 2018.

David is proud to serve on the Board of Directors for The Place of Forsyth. He has also been actively involved in the community associations including the Rotary Club, Leadership Forsyth, Jesse’s House, Abba House, Mentor Me and Meals by Grace. David is also a member of Browns Bridge Church and participates in groups including Thrive and Moneywise.

In his spare time, he enjoys exploring the outdoors, boating, tennis, traveling and is a local “foodie”. He has published many articles for the local newspapers through his column, “Fountain’s Food Adventures”.