Director, Investment Property Wealth Management
Vulnerability is the birthplace of innovation, creativity, and change. It is the core, the heart, the center of meaningful human experiences.Brené Brown
David is a Director of Investment Property Wealth Management™ at Realized, helping investors build a personalized investment plan that is designed to maximize after-tax cash-flow, mitigate capital gains, and is best suited to their unique situation.
Prior to joining Realized, David spent 7 years at Fidelity Investments, gaining experience as an investment advisor, including 3 years providing high net worth investors with fixed income solutions. David attended Trinity College in Florida, where he graduated Cum Laude with a B.S. degree.
While originally from California, David has lived in central Austin for the past 5 years, prior to that he lived in Florida. David enjoys hiking the Austin Greenbelt, all things active and outdoors, traveling, and watching sports (especially NFL football and NBA basketball). David is an avid San Francisco 49ers, Giants, and Warriors fan.
Fun Facts About David
- One day, David hopes to travel to Bora Bora, Australia, or Thailand.
David's ArticlesAll Articles
How an Attorney Helps with the Delaware Statutory Trust Investing Process
Investors seeking to defer capital gains taxes on the sale of commercial real estate often purchase shares of Delaware Statutory Trusts (DSTs) to complete 1031 exchanges.
How Much Is Rental Property Insurance?
Landlords are responsible for making sure the rental is livable, safe, and clean for their tenants, and rental property insurance, also called landlord insurance, is a must. It provides coverage for the potential risks and financial ...
What Does Low-Risk Credit Score Mean?
Lenders use various factors to assess the risk level of a potential borrower, and credit scores are one of those variables. There are several credit reporting companies and two options for a credit score. The most commonly referenced ...