David Afraimi Email and 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: 1๏ธโฃ ๐ง๐ฎ๐ ๐ ๐ถ๐๐ถ๐ด๐ฎ๐๐ถ๐ผ๐ป ๐๐ญ๐ซ๐๐ญ๐๐ ๐ข๐๐ฌ2๏ธโฃ ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ ๐๐ป๐ฐ๐ผ๐บ๐ฒ ๐๐ฒ๐๐ถ๐ด๐ป3๏ธโฃ ๐๐๐๐ฎ๐๐ฒ ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ดDavid 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 ๐ฆ๐๐๐ญ ๐๐ง๐ ๐๐ฑ๐๐๐๐ ๐ญ๐ก๐๐ข๐ซ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐ง๐ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐จ๐๐ฃ๐๐๐ญ๐ข๐ฏ๐๐ฌ.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 ๐๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐ 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 ๐ฌ๐จ๐ฎ๐ง๐ ๐๐๐ฏ๐ข๐๐.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.
Bam Advisory Group
View-
PresidentBam Advisory Group Jan 2011 - PresentLakewood, Colorado, UsRetirement 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 -
Financial AdvisorClient One Securities, Llc Jul 2016 - Aug 2019Overland Park, Ks, UsSecurities 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. -
Financial ProfessionalAxa Advisors, Llc Sep 2010 - Jul 2016New 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) -
Director Of SalesPluris Financial Group 2008 - 2010Ussales Management, life insurance, Annuities, recruiting -
Account ExecutivePromark Financial 2000 - 2008Santa Ana, Ca, Usmortgage protection, life insurance sales, annuities, Agency building, recruiting
David Afraimi Education Details
-
Mission CollegeCulinary 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
Aero Online
Your AI prospecting assistant
Select data to include:
0 records ร $0.02 per record
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.
Start your free trial