David Afraimi Email & Phone Number

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: 1️⃣ 𝗧𝗮𝘅 𝗠𝗶𝘁𝗶𝗴𝗮𝘁𝗶𝗼𝗻 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬2️⃣ 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝗰𝗼𝗺𝗲 𝗗𝗲𝘀𝗶𝗴𝗻3️⃣ 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴David 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 𝐦𝐞𝐞𝐭 𝐚𝐧𝐝 𝐞𝐱𝐜𝐞𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐧𝐝 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞𝐬.David's certifications and licensing include the Series 66, life & health, and long-term care. He is also a Certified Financial Fiduciary®, a Certified Tax Specialist®️, a National Social Security Advisor®, and a Registered Financial Consultant®. 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 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 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 𝐬𝐨𝐮𝐧𝐝 𝐚𝐝𝐯𝐢𝐜𝐞.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.

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