For the past 13 years Robert David has worked with numerous individuals and families to help meet their retirement and financial goals. He does this by taking the time to listen to their objectives and dreams and then crafting a personalized plan to align with their needs. It is also his priority to act with integrity, honesty, professionalism and competency with each client, as he knows he is in charge of one of the most important areas of their life.
Recently named to the Forbes “America’s Top Next Generation Wealth Advisors” list, Robert has been investing on his own since he was 15 years-old and has always had a passion for the financial markets. During his senior year at Hillsdale College, he taught and designed two classes on investing.
Robert’s investment philosophy revolves around finding asymmetrical investment opportunities, or finding investments that have the potential for a return relative to the level of risk. This is not an easy task, but it is something Robert has provided to clients over the past 13 years using his investment approach.
I look forward to learning more about you, your life situation and goals. I always joke with my clients, let’s make sure you don’t have to move in with your kids or be a greeter at Wal-Mart after you retire!
When not at work, Robert enjoys spending time with family. He has a wonderful wife and daughter who make every second of every day a lot of fun! He also enjoys sports like running, playing softball, racquetball, basketball and golf. He likes reading and music. Robert has played piano since he was five, and he currently plays in the worship band at his church.