David Boren, CFP, CLU

David Boren, CFP, CLU

Vice President

Visit my web site!

Phone: 512-671-7526 ext.112
Fax: 512-671-7527

For over thirty years, David has been helping others achieve the financial goals of they have set for
themselves, their families, and their businesses. As a Certified Financial Planner® Practitioner, David
uses proven techniques to assist clients in defining their goals and make the necessary, informed
decisions that will help them reach those goals.

David couples comprehensive financial planning with his experience in the fields of insurance and
investments to guide clients to establish effective strategies for dealing the uncertainties we all face.
Those uncertainties include: protecting those we love and are responsible for, planning for children’s
education, financial goals of acquiring a home or second home, planning for retirement, or developing
an exit strategy from an owned business.

Embracing the concept of teamwork, David surrounds himself with a professional staff and other
industry experts all of which are focused on accomplishing client goals by identifying opportunities that
are present and exposing the blind spots that will derail the best of plans.
While his focus is business owners and other professionals, David willingly works with anyone seeking
professional guidance in their financial affairs. His passion for educating both clients and non-clients is
evidenced by the number of public seminars he offers in the central Texas region covering a wide range
of financial topics.