David Disraeli began his career as a stockbroker in 1986 and has been an independent financial adviser since 1992. The Personal CFO Inc. was incorporated in 2003, before which Mr. Disraeli operated as Disraeli and Associates. Mr. Disraeli has passed the NASD (now FINRA) Registered Principal exam in 1992, the NASD Registered General Securities Principal and Representative exam in 1986, the Texas Life and Health Exam in 1986, and the comprehensive Certified Financial Planner exam in 1994. After 15 years as a portfolio manager, Mr. Disraeli’s practice is now focused on strategic planning and has no active securities registrations.
David Disraeli is on the boards of two nonprofit organizations, the Capstone Charitable Foundation and Grass Roots Children’s Foundation. Mr. Disraeli has authored a book called “What to do With Your Aging Parents” is available for download for purchase at www.amazon.com (Kindle version) or the paperback version here www.amazon.com
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