About | Living Your Wealth

DAVID, AIF, AAMS, CSRIC

Founder and Advisor

Email: info@livingyourwealth.com
Phone number: 720.703.0113

My name is David Connelly, AIF^®, and I want to tell you about my professional and personal background. I hope it helps you get to know me better. I grew up without a dad, who passed away when I was two months old. My mom worked hard to support our family, but everyone had to contribute. As a result, I learned the value of drive and diligence. By age ten, I was a latchkey kid and forged an independent spirit early on.

I joined the military at age 17 and decided to forgo college after high school to serve in the Air Force. I matured, went to night school, earned a degree in business and engineering, and learned skills that I still utilize today. I then turned my expertise into a career in technology sales and the financial planning profession — now with 22 years of experience and still going strong.

I live in Monument, Colorado, with my wife, Tracey, and three wonderful teenage daughters.

Like myself, people no longer have the preordained path to go to college, graduate, and then work for the same company for 30 years. Pensions are outdated. You are primarily on your own, and making mistakes at any point before attaining financial independence can cost you dearly.

Most critical financial decisions occur in your 40s and 50s, and it is rewarding to help people make better financial decisions during these impactful years. We focus on three main concepts: Surplus, Cash Flow, and Tax Efficiency.

I have a passion for:

I wholeheartedly love what I do and will still run Living Your Wealth long after my daughters spend all my money.

Golf is one of my passions. In addition, I love traveling around the country, and

I am always trying out new courses.

I love traveling and spending time with my family.

Recently, I started a YouTube channel called “Whiteboard in the Wilderness.”

I love the TV show “The Office” and the band Coldplay in terms of entertainment.

I relish being outdoors in the beautiful Colorado mountains.

I travel around the U.S. whenever I get a chance. So many people focus on overseas trips and never really see their backyard. I lived in Europe and Asia a great deal in the military, so domestic travel is right up my alley. I visited all fifty states by age 30 and continue to enjoy the incredible sights of our nation.

My favorite international locations include Iceland, Japan, Ireland, Turkey, Israel, Scotland, Australia, and New Zealand.

I also love all national parks and wilderness areas. They are a passion, and I have six of sixty-three national parks left on my bucket list.”

Professional Experience

I worked at A.G. Edwards & Sons Investment Management in Boston and then at Raymond James Financial Services/Hewlett Packard Credit Union for nearly ten years. I founded Living Your Wealth in 2013.

CFP® CERTIFIED FINANCIAL PLANNER ^TM

Coursework at the College for Financial Planning and Boston University. I completed seven intense personal financial planning classes over two years; the CFP® coursework taught me how all the puzzle pieces of someone’s financial situation fit together.

ACCREDITED INVESTMENT FIDUCIARY^® (AIF^®)-COURSEWORK COMPLETED THROUGH FI360

The designation represents a thorough knowledge of and ability to apply fiduciary practices. The Accredited Investment Fiduciary (AIF) is an ethical certification issued by Fi360. I learned a great deal about earning trust by focusing on being an investment fiduciary (someone who always works in a person’s best interest).

ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS^TM)

The Accredited Asset Management Specialist (AAMS®) professional designation, is recognized as an industry benchmark for asset management credentials and the top financial firms. I received this designation years ago and still treasure the time I spent learning the ins and outs of investments.

The Chartered SRI Counselor ^TM (CSRIC^TM)

The CSRIC program has developed in collaboration with industry-group leader US SIF: The Forum for Sustainable and Responsible Investment. It provides financial advisors and investment professionals with information about the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments. The program is a three-semester-credit graduate-level course, and students spend approximately 90-135 hours in course-related activities to study and prepare adequately for the course examination. I enjoyed this program as it taught me real-world applications for helping clients focus more on sustainable investing.

Member of the Financial Planning Association

The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning and who are committed to shaping the profession’s future.

Member of the Investments and Wealth Institute.

The Investments & Wealth Institute (IWI®) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.

Our team speaks your language when it comes to financial planning.

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.

LEARN MORE ABOUT OUR SERVICES

Financial Planning for Tech Professionals in Denver and Beyond

Living Your Wealth works exclusively with Tech professionals with Denver Tech Center and Golden, Colorado offices. Our reach is national: we partner with professionals across the country in over twenty states and growing. Unfortunately, investors tend to prioritize the financial advisor near me search when looking for a wealth manager.

Technology (our favorite topic) makes it easy to meet face-to-face, even if we are in different places. When looking for a fiduciary financial advisor who understands you, consider prioritizing the right fit over an office location near you. After all, if you move or your advisor does, you probably will not want to start over with a new firm.

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