David Schubert, CFP®
Senior Advisor and Financial Planner
David is a seasoned financial advisor with a CFP designation, Series 7, and Series 66 licenses. With experience at leading global investment firms, he specializes in financial planning and wealth management.
He holds a double major in Economics and Finance from Eastern Washington University, which laid the groundwork for his successful career. Originally from the Pacific Northwest, David is passionate about guiding clients through their financial journeys.
He finds fulfillment in empowering clients to navigate complex financial situations and witnessing their achievements. Outside of work, he enjoys staying active, spending time with loved ones, exploring new restaurants in the DFW area, and sharing his culinary experiences with friends. Additionally, David is an avid guitar player with a love for various genres of music.
David is dedicated to providing tailored financial solutions that instill confidence and promote long-term financial success for his clients.