Meet your Smart & Passionate Team

Our journey started in 2001 in the depths of the dot-com financial implosion. We learned early on by teaching people the power of saving tax-free money and the compounding effect of automatic monthly saving. After listening to and completing many client reviews and weekly seminars, we realized our massive impact by teaching people these concepts about their money.

The concept of Living Your Wealth came from our experience of working with tech professionals in particular. They worked long hours in the lab or on the road. The main questions asked were, “how much is enough” or “when will I reach financial security.” Once answered and achieved, we want our clients to stop dreaming and start doing the things they love and Live Their Wealth.

As simple as it sounds, our beginnings led us to work with some extraordinarily busy, intelligent people who put their trust in professional advice and delegation (and they tend to work in tech or are retired/retiring very soon ). David and his team’s sole mission is to empower people to live their wealth.

At Living Your Wealth, we are a team-oriented firm, collectively keeping your best interest in mind as you navigate your financial decisions and life’s important moments. When you work with us, you gain access to an entire team, not just one person.