David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges.
David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas.
For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories.
David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.
Bachelor of Music - Music
George Mason University
2001 -2004
Certificate in Financial Planning - Financial Planning
Boston University Institute of Finance
2008 -2009
Magister Wealth Group, LLC, is registered as an investment adviser with the State of Texas and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a clients investment portfolio.