David Afraimi

David Afraimi Email and Phone Number

President/Founder of BAM Advisory Group | Host of The Financial Leadership Podcast ISpecializing in Retirement Planning and Investment Management @ BAM Advisory Group
David Afraimi's Location
Denver, Colorado, United States, United States
About David Afraimi

David Afraimi began his career in 2000 as an Insurance Account Executive in Northern California. His ability and desire for growth led him quickly into a sales management position, providing him with the skills and knowledge he would need to expand the company and move into a new market.After 5 years of continued success, David moved his efforts and expanded the company to Denver, Colorado where he is currently the Principal of BAM Advisory Group. David specializes in: 1๏ธโƒฃ ๐—ง๐—ฎ๐˜… ๐— ๐—ถ๐˜๐—ถ๐—ด๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐ž๐ฌ2๏ธโƒฃ ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—œ๐—ป๐—ฐ๐—ผ๐—บ๐—ฒ ๐——๐—ฒ๐˜€๐—ถ๐—ด๐—ป3๏ธโƒฃ ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ดDavid is a highly energetic financial professional who appreciates the opportunity and unique challenge of working with a variety of clients in order to help them ๐ฆ๐ž๐ž๐ญ ๐š๐ง๐ ๐ž๐ฑ๐œ๐ž๐ž๐ ๐ญ๐ก๐ž๐ข๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐š๐ง๐ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐จ๐›๐ฃ๐ž๐œ๐ญ๐ข๐ฏ๐ž๐ฌ.David's certifications and licensing include the Series 66, life & health, and long-term care. He is also a Certified Financial Fiduciaryยฎ, a Certified Tax Specialistยฎ๏ธ, a National Social Security Advisorยฎ, and a Registered Financial Consultantยฎ. When working with the clients, David has the privilege of serving, he operates with full transparency and integrity, building client confidence and achieving optimum satisfaction. What is BAM Advisory Group is known for is: Protection, protection of your time, your energy, and your family. Being ๐—œ๐—ป๐—ฑ๐—ฒ๐—ฝ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ป๐˜ allows David to build portfolios with greater objectivity - having no proprietary business obligations for himself and BAM Advisory Group. He is dedicated to forming long-lasting relationships with each and every client and is passionate about providing them with ๐ฌ๐จ๐ฎ๐ง๐ ๐š๐๐ฏ๐ข๐œ๐ž.Outside of helping family, friends, and community members plan for their future, David enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty, and their French Bulldogs Dre and Manny. When away from the office, he spends a good amount of his time mountain biking, and snowboarding. Oh, and if you didn't know already, David is a HUGE Raiders & Warriors Fan!Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice."Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and BAM Advisory Group are unaffiliated entities.

David Afraimi's Current Company Details
BAM Advisory Group

Bam Advisory Group

View
President/Founder of BAM Advisory Group | Host of The Financial Leadership Podcast ISpecializing in Retirement Planning and Investment Management
David Afraimi Work Experience Details
  • Bam Advisory Group
    President
    Bam Advisory Group Jan 2011 - Present
    Lakewood, Colorado, Us
    Retirement Planning, Investment Planning, Tax Mitigation, Fee Based Planning, 401k, Business Succession Planning, Life Insurance, Long Term Care, Annuities, IRA Rollovers, College Planning, Buy-Sell Agreements, Key Man InsuranceInvestment advisory services offered by duly registered individuals through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and BAM Advisory Group are unaffiliated entities
  • Client One Securities, Llc
    Financial Advisor
    Client One Securities, Llc Jul 2016 - Aug 2019
    Overland Park, Ks, Us
    Securities and Advisory Services Offered Through Client One Securities, LLCMember FINRA/SIPC and an Investment Advisor.BAM Advisory Group and Client One Securities, LLC are not affiliated.
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Sep 2010 - Jul 2016
    New York, Ny, Us
    : CA Insurance License #: 0D12413AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. Bam Advisory Group is not owned or operated by AXA Advisors or its affiliates. 109232 (11/2015)(exp. 11/2017)
  • Pluris Financial Group
    Director Of Sales
    Pluris Financial Group 2008 - 2010
    Us
    sales Management, life insurance, Annuities, recruiting
  • Promark Financial
    Account Executive
    Promark Financial 2000 - 2008
    Santa Ana, Ca, Us
    mortgage protection, life insurance sales, annuities, Agency building, recruiting

David Afraimi Education Details

  • Mission College
    Mission College
    Culinary Arts

Frequently Asked Questions about David Afraimi

What company does David Afraimi work for?

David Afraimi works for Bam Advisory Group

What is David Afraimi's role at the current company?

David Afraimi's current role is President/Founder of BAM Advisory Group | Host of The Financial Leadership Podcast ISpecializing in Retirement Planning and Investment Management.

What schools did David Afraimi attend?

David Afraimi attended Mission College.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.