Jim David

Jim David is a Financial Advisor with expertise in Taxation and Investment Planning. Along with his partner, he founded David Wealth Management, a fee-only independent Financial Planning & Investment Management firm that provides unbiased financial advice in Northern Virginia. He has over 35 years of experience in the financial industry, from practicing as a CPA to being an Investment Advisor Representative.

Jim secured his bachelor's degree from Cornell University, master's degree in Business Administration from The College of William and Mary, and a master's degree in Taxation from Georgetown University. As a Certified Public Accountant, he has been awarded the Personal Financial Specialist credential by the American Institute of Certified Public Accountants.

He is an active member of the National Association of Personal Financial Advisors (NAPFA), American Institute of Certified Public Accountants (AICPA) and Virginia Board of Accountancy (VBOA), and has been awarded numerous professional accolades over the years.

Outside of work, Jim enjoys spending time with his family. He and his wife, Maria, have four children and are proud grandparents of six grandchildren.