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David Sylvester

CFA®, CFP®
CAVU Wealth Advisors
Walnut Creek, CA
We bring clarity to our clients' finances.

Meet David

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Introduction - David Sylvester
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4 Things To Consider When Choosing An Advisor - David Sylvester
Video Transcripts

David Sylvester founded CAVU Wealth Advisors, LLC in 2009. He has over 25 years of financial experience on Wall Street. Additionally he was president of Harmony Airlines in British Columbia, and has experience in the aircraft leasing industry. In the early part of his career David was a noted airline analyst specializing in the emerging airlines that started after the Airline Deregulation Act of 1978. Following that experience, he worked…

David Sylvester founded CAVU Wealth Advisors, LLC in 2009. He has over 25 years of financial experience on Wall Street. Additionally he was president of Harmony Airlines in British Columbia, and has experience in the aircraft leasing industry. In the early part of his career David was a noted airline analyst specializing in the emerging airlines that started after the Airline Deregulation Act of 1978. Following that experience, he worked with several investment banking firms, including ten years at Montgomery Securities, now Banc of America Securities.

Following those roles David became a portfolio manager, first utilizing active investment strategies and then converting to passive, index-based, investment strategies. As an investment professional since 1979, David has witnessed the increasing efficiency of the markets – especially since the advent of near ubiquity in global real-time information. As a result of these experiences, David has become an ardent supporter of index-based asset class investing.

Mr. Sylvester earned the designation of Chartered Financial Analyst in 1985 and the Certified Financial Planner ™ designation in 2009. Less than 1% of financial professionals hold both important designations.

David attended the University of Richmond on a football scholarship and graduated with a B.S. in Business Administration. He is a past board member of the national board of the Fellowship of Christian Athletes. As a volunteer, David currently teaches a class on Lifetime Financial Skills at the Bay Area Rescue Mission in Richmond, CA.

Mr. Sylvester has been married to his wife Terry for 36 years. They have four grown daughters, three sons-in-law, and four grandsons. David and Terry live in Moraga. They are active members of Moraga Valley Presbyterian Church. David enjoys outdoor activities including golf, running, and backpacking.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Insurance management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
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