Jim David, CPA, PFS

Jim David, Managing Member at David Wealth Management, LLC

Jim David is the founder of David Wealth Management, a fee-only, fiduciary, independent Financial Planning & Investment Management Firm based in Fairfax, Virginia.1

Education and Certifications

• Holds a master's degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University1
• Certified Public Accountant (CPA) and has been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA)1

Experience

• Over 35 years of financial experience1
• Practicing as an Investment Advisor Representative for over 20 years, including with David Wealth Management1
• Practicing CPA for more than 15 years, specializing in individual taxation, with CPA firms including PwC, and the CPA firm he founded, David & Samson1

Memberships

• Member of the National Association of Personal Financial Advisors (NAPFA), American Institute of Certified Public Accountants (AICPA) and Virginia Board of Accountancy (VBOA)1

Personal

• Lives in Northern Virginia with his wife Maria Coakley David, where they have raised their four children1
• Proud grandparents of Collin, Bennett, Ella & Addison Burch and James and Lila Hampton1