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10 months ago
David is awesome to work with. He was very patient with me explaining everything in detail when I didn’t understand. I would definitely recommend working with him.
11 months ago
David is an extremely knowledgeable person who is 100% devoted to his clients needs. From LLC’s, Insurance Policies, financial planning, and much more, I highly recommend The Personal CFO.
a year ago
David was very thorough and patient. It was my first time working with a financial planner but he took me though all the steps. I know a lot of people who have put off important things like wills and power of attorney, etc. I had a rather …More
11 months ago
I have used David’s services for setting up a series LLC, Power of Attorney, Personal Trust, and An Estate Will. He is VERY knowledgeable and an absolute pleasure to work with. I would highly recommend his services.
10 months ago
David provides great personal service with a genuine concern for your financial future. You owe it to yourself to atleast have a conversation with him to see if you can benefit from his years of experience.
2 years ago
In having been recently laid of from a corporation after nearly 14 years tenure, I decided I would take a different direction in life and become a real estate investor. In setting up my business I consulted David for advice in establishing …More
2 years ago
David is very thorough and detailed oriented with his work. He takes the extra step to make sure you understand exactly what you are getting done. I highly recommend his services!
2 years ago
David is extremely knowledgeable and a true professional. My wife and I recently used his services to help us walk through retirement decisions. We expected a lot and he gave us more. We will continue to use him at minimum on an annual basis to make sure we stay on track.
11 months ago
David is professional and takes his time to get to know his clients. Look forward to using his services in the years to come.
2 years ago
Outstanding Service, thank you David. I searched many consultants, cpa’s, attorney’s, book keepers etc, over many years and David put the package all together in a seamless manner, I can sleep more peaceful at night now, thanks again.
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