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Mini jimdavid
David Wealth Management, LLC
Fairfax, VA

Jim David

CPA, PFS
Think Globally, Invest Globally. For more than 30 years we have been helping clients make the most of their wealth through investment, financial and tax advice.

Meet Jim

Education

Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.

Experience

Prior to founding David Wealth Management he was an Investment and Strategic Advisor for more than 3 years at Brown Advisory in Chevy Chase, Maryland; and a Managing Director in the Private Client Group at FBR Capital Markets Corporation in Arlington, Virginia…

Education

Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.

Experience

Prior to founding David Wealth Management he was an Investment and Strategic Advisor for more than 3 years at Brown Advisory in Chevy Chase, Maryland; and a Managing Director in the Private Client Group at FBR Capital Markets Corporation in Arlington, Virginia for over 10 years. Before that he was a practicing Certified Public Accountant (CPA) for more than 15 years, specializing in tax compliance and planning for individuals, with the CPA firm he founded in 1993, David & Samson, and later sold to CBIZ in 1998, Kenneth Leventhal & Company and PricewaterhouseCooper, all in the metro DC area.

Family

He co-founded David Wealth Management with his wife, Maria Coakley David, because they wanted to share their knowledge on financial investments. They have lived in Northern Virginia for over 30 years, where they raised their four children, Kristin, Shannon, CJ and Michelle. They are proud grandparents of two grandchildren (so far), Collin and Bennett.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CPA - Certified Public Accountant
PFS - Personal Financial Specialist
Series 65 - Series 65

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
AICPA - American Institute of Certified Public Accountants

Education

Bachelors
MBA
MS
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