Founder | Investment Advisor
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.