David Funes

David Funes

Investment Consultant

David is an Investment Consultant 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. In his down time, David enjoys anything outdoors and is an avid San Francisco 49ers, Giants, and Warriors fan.

Check the background of this investment professional on FINRA BrokerCheck