3283 W Monterey Street
Founding Partner/Managing Member
Throughout his over 25 year career, David has worked in the mortgage and financial industry and with this experience, has developed his mortgage planning process to help all the pieces come together. He previously worked at large banks, including Merrill Lynch and Bank of American, where he was a Senior Vice President managing clients with over $20mil in net worth. He was named a Merrill Lynch Mortgage Champion and one of Bank of America’s top loan officers. He has taught hundreds of loan officers and helped tens of thousands of clients with their mortgages.
All of this experience makes David uniquely qualified to do what he does at Synergistic Wealth Management. He has been a recognized investment and mortgage expert by institutions, homebuyers, realtors, CPAs, attorneys, financial planners and even other loan officers seeking him out for knowledge, advice and guidance. He also teaches wealth management, investment, financial planning, tax planning, and mortgage planning classes for consumers, CFP® professionals, CPAs and realtors.
Our certifications are just one way we stand out from the crowd. This diverse experience allows us to address our clients’ financial concerns from all angles, from behavioral finance to portfolio management to mortgage planning.
Accredited Wealth Management Advisor℠ (AWMA®)
Professional Designation. Issued by College for Financial Planning. Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.
Certified Mortgage Planning Specialist (CMPS®)
The Certified Mortgage Planning Specialist isn’t just for realtors or loan officers. David is proud to have this designation because with it, he offers his clients a unique mortgage planning process that they can’t find anywhere else. Your mortgage is most often your single largest debt, and your home is most often your single largest financial investment. That's why mortgage planning should not be a do-it-yourself endeavor, but rather a collaborative effort with your Certified Mortgage Planning Specialist (CMPS®).
Certified Life Coach (CLC)
David also understands that how people approach financial planning has a lot more to do with their behavior and past experience than it does with their assets. As a Certified Life Coach, he can walk you through the many decisions that go into creating a successful financial planning and break down the behavioral, psychological, and emotional parts of those decisions, as well.
We are passionate about education and are always educating ourselves and others. Contact us today to see how our experience sets us apart.