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
Can You Do a 1031 Exchange on Cryptocurrency?
The Internal Revenue Code has traditionally permitted investors to exchange real property used for business or held for investment purposes for other business or investment property of the same type and has referred to these swaps as ...
Can a New Property Be Purchased Before the Old Property Is Sold in a 1031 ...
In a 1031 Exchange, a taxpayer defers capital gains taxes on the sale of real estate by exchanging the proceeds from the sale into a “like-kind” property of equal or greater value. The transaction derives its name from Section 1031 of ...
Can an Installment Sale Be Used in a 1031 Exchange?
Completing a 1031 exchange can be an excellent method of making changes in your real estate portfolio while deferring capital gains and other tax obligations. However, the effort requires advanced planning and discipline to succeed. ...