EXPERTISE:
David is a financial advisor and partner with Duffy Mathias Private Wealth, recently named Forbes Best-In-State Wealth Advisor 2025, Forbes Top Next-Gen Wealth Advisor 2024 and 2025*. He focuses on the investment needs of business professionals and families with an expertise that includes portfolio design, investment management, insurance analysis, retirement planning and estate planning.
BACKGROUND AND EDUCATION:
He joined former broker/dealer Baird in 2014 - prior to that, David was Vice President at a boutique estate planning and wealth management firm in Phoenix for 6 years working with business owners, professional athletes, and celebrated entertainers.
David graduated from the W.P. Carey School of Business at Arizona State University, majoring in Managerial Economics. He holds his FINRA Series 7 and 66 licenses. Credentialed with the Qualified Plan Financial Consultant (QPFC) designation, David is regarded as an expert in the highly specialized retirement plan industry. He also recently obtained his Certificate in Personal Financial Planning from University of California – Los Angeles and is licensed as a Life, Disability, Health, Long-term Care, Property and Casualty Insurance Broker.
David is a member of several organizations including Executive Council Charities (EC70 – nonprofit dedicated to helping Arizona youth), Central Arizona Estate Planning Council and East Valley Estate Planning Council.
OUTSIDE OF THE OFFICE:
David and his wife, Sidney live in Scottsdale, Arizona with their son, Lincoln and their dog, Russell. David is an avid golfer, sports enthusiast and enjoys spending time with family and friends.
*2025 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/6/25, rankings based on data as of 3/31/25.
*2024 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/8/24, rankings based on data as of 3/31/24.