David Funes

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 Funes

Meet David

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 Articles

All Articles

I Want to Optimize My Portfolio for Targeted Risk-Adjusted Returns

As your financial goals change over time, likely so does your investment strategy. We see this as an accepted tenet in stock portfolios' management, exemplified by the retirement target fund. When you are a young investor, you may have ...

September 21, 2020

I'm Selling My Business With Real Estate Assets

Selling a business that has substantial real estate holdings offers you the opportunity to consider strategies for satisfying your risk tolerance and diversification preferences, as well as managing tax implications. The first decision ...

September 16, 2020

I Want to Optimize My Portfolio for Targeted Risk-Adjusted Returns

As your financial goals change over time, likely so does your investment strategy. We see this as an accepted tenet in stock portfolios' management, exemplified by the retirement target fund. When you are a young investor, you may have ...

September 10, 2020