David A. Hughes, Cfp®, Cfa
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David A. Hughes, Cfp®, Cfa Email & Phone Number

Founding Partner at Swenson Hughes Wealth Management, LLC at Swenson Hughes Wealth Management, LLC
Location: Greater Phoenix Area, United States, United States 6 work roles 2 schools
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Current company
Swenson Hughes Wealth Management, LLC
Role
Founding Partner at Swenson Hughes Wealth Management, LLC
Location
Greater Phoenix Area, United States, United States

Who is David A. Hughes, Cfp®, Cfa? Overview

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David A. Hughes, Cfp®, Cfa is listed as Founding Partner at Swenson Hughes Wealth Management, LLC at Swenson Hughes Wealth Management, LLC, based in Greater Phoenix Area, United States, United States. AeroLeads shows a matched LinkedIn profile for David A. Hughes, Cfp®, Cfa.

David A. Hughes, Cfp®, Cfa previously worked as Founding Partner at Swenson Hughes Wealth Management, Llc and Vice President / Senior Wealth Manager at Goldman Sachs Personal Financial Management. David A. Hughes, Cfp®, Cfa holds Business, Finance from Arizona State University.

Profile bio

About David A. Hughes, Cfp®, Cfa

David Hughes is responsible for professionally managing plans to reach the short- and long-term financial and investment goals of his clients.With over 15 years of financial industry and advising experience, David has assisted clients with comprehensive wealth management and managed investment portfolios. His background also includes institutional trading, banking and management. David is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™. He is also a member of the Financial Planning Association (FPA) and the CFA Society Phoenix.David graduated from Arizona State University and has earned certificates for additional financial industry education at Pepperdine University’s Graziadio Business School.An Arizona native, David is married to Jayme and has two children: Haley and Jett. Golf is his passion and exploring Arizona stands out as his favorite family activity.David Hughes is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swenson Hughes Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors.

Current workplace

David A. Hughes, Cfp®, Cfa's current company

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Swenson Hughes Wealth Management, LLC
Swenson Hughes Wealth Management, Llc
Founding Partner at Swenson Hughes Wealth Management, LLC
6 roles

David A. Hughes, Cfp®, Cfa work experience

A career timeline built from the work history available for this profile.

Founding Partner

Current
Swenson Hughes Wealth Management, Llc

Arizona, United States

Oct 2023 - Present

Vice President / Senior Wealth Manager

Goldman Sachs Personal Financial Management

Scottsdale, AZ

Previously known as United Capital Financial Advisers, LLC and acquired by Goldman Sachs & Co. LLC in 2019.

Mar 2017 - Oct 2023

Investment Operations Coordinator / Bca

Tempe, AZ

Aug 2015 - Mar 2017

Mortgage Planner

Cendura Funding Inc

Colleyville, TX

May 2008 - Jul 2010
2 education records

David A. Hughes, Cfp®, Cfa education

FAQ

Frequently asked questions about David A. Hughes, Cfp®, Cfa

Quick answers generated from the profile data available on this page.

What company does David A. Hughes, Cfp®, Cfa work for?

David A. Hughes, Cfp®, Cfa works for Swenson Hughes Wealth Management, LLC.

What is David A. Hughes, Cfp®, Cfa's role at Swenson Hughes Wealth Management, LLC?

David A. Hughes, Cfp®, Cfa is listed as Founding Partner at Swenson Hughes Wealth Management, LLC at Swenson Hughes Wealth Management, LLC.

Where is David A. Hughes, Cfp®, Cfa based?

David A. Hughes, Cfp®, Cfa is based in Greater Phoenix Area, United States, United States while working with Swenson Hughes Wealth Management, LLC.

What companies has David A. Hughes, Cfp®, Cfa worked for?

David A. Hughes, Cfp®, Cfa has worked for Swenson Hughes Wealth Management, Llc, Goldman Sachs Personal Financial Management, Ronald Blue & Co., Liberty Christian School, and Cendura Funding Inc.

How can I contact David A. Hughes, Cfp®, Cfa?

You can use AeroLeads to view verified contact signals for David A. Hughes, Cfp®, Cfa at Swenson Hughes Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did David A. Hughes, Cfp®, Cfa attend?

David A. Hughes, Cfp®, Cfa holds Business, Finance from Arizona State University.

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