David Fain
Strategic Growth Leader | Builder of High-Performing Financial Practices | Trusted Advisor to HNW Clients & Firms
- Role
- Financial Advisor at Assuredpartners
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About David Fain
Strategic growth in financial services doesn’t happen by accident—it happens through…
Experience
Financial Advisor
Aug 2014 — Present · Seattle, WA, US
I lead a high-performing advisory practice serving high-net-worth individuals, families, and business owners. My work is rooted in long-term strategy, deep relationship development, and a focus on delivering clarity across complex financial landscapes.Key Highlights: • Built a $1M+ revenue practice from the ground up in a new city, entirely through personal introductions and a deliberately cultivated network of attorneys, CPAs, and professional advisors • Develop tailored financial strategies that align with the needs of clients navigating estate planning, succession, charitable giving, and wealth preservation • Created and executed multi-year growth plans, tracking performance and refining approaches based on relationship dynamics and market shifts • Produced original thought leadership on timely issues—such as Washington’s LTC Cares Act and the 2025 U.S. Supreme Court ruling on estate taxation—to help clients and advisors stay ahead of emerging risks and opportunities • Maintain the highest levels of integrity, confidentiality, and attention to detail in every client and professional relationship
Education
Babson F.W. Olin Graduate School of Business
MBA, Entrepreneurial Management
1997 — 1998
The Wharton School
BS, Entrepreneurial Management
1991 — 1993
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