David Boren, CFP®, CLU

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.

For over thirty-five years, David has been helping others achieve the financial goals 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 with 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.

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.

To schedule an introductory call with David, please click here.