David is the Founder of Rise Private Wealth Advisors and serves as the Portfolio Manager. He is an Investment Advisor Representative, and is licensed for annuities and insurance. With a passion for research and education, David has developed tremendous professional experience, specializing in portfolio design & management, annuities, and tax-efficient retirement planning strategies. In his career David has served as a Portfolio Manager to publicly traded mutual funds and has been a guest speaker at large forum educational events for investors and peer professionals.