Jim David

Focus Partners Wealth - Senior Wealth Advisor

Role: Senior Wealth Advisor at Focus Partners
Location: Fairfax, VA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jim David

Over 40 Years of Financial Experience Education Jim received his master’s…

Experience

Senior Wealth Advisor
Focus Partners
Aug 2025 — Present · Fairfax, VA, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future - whether that\'s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth of our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients\' values, goals and motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at David Wealth Management merged with Focus Partners Wealth in August 2025.What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Skills

Personal Financial Planning
Asset Protection
Holistic Financial Planning
Risk Analysis
Certified Public Accountant
Wealth Management Services
Customer Satisfaction
Equities
Equity Research Analysis
Financial Advisory
Ria
Investments
Financial Planning
Investment Advisory
Long Term Care Insurance
Long Term Financial Planning
Personal Tax Planning
Market Analysis
Money Management
Money Market
Mutual Funds
Securities
Portfolio Management
Registered Investment Advisor
Fiduciary
Registered Investment Strategies
Stock Market Analysis
Stocks
Market Risk
Tax Planning
Wealth Accumulation
Estate Tax Planning
Wealth Preservation Planning
Customer-Focused Service
Financial Analysis
Investment Management
Life Insurance
Wealth Management
Retirement Planning
Budgeting

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