David Noosinow
Modernizing Estate Advisory | Virtual Family Office | The Intersection of Legacy, Values, and Vision
- Role
- Founder at Phalanx Vfo
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About David Noosinow
My Bio I am a proud father, Spartan and Lumberjack. Let me explain… It’s a…
Experience
Founder
Feb 2022 — Present · San Diego, CA, US
At Phalanx VFO, we blend our Stoic values with cutting-edge technology to co-create personalized virtual family offices, serving as the guardian, gatekeeper, and majordomo of ultra-affluent families, equipping them with the tools they need to shape their enduring legacy and live an optimal life.
Skills
- Wealth
- Wealth Management
- Finance
- Mergers & Acquisitions
- Due Diligence
- Strategic Planning
- Management
- Investments
- Exit Strategies
- Estate Planning
- Investment Management
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