David Xi is an expert in the financial advisory industry experienced with advising high income / net worth families. He is the founder of Bethel Wealth Guardians LLC, an independent financial advising company. Prior to its inception in January 2020, he garnered 20 years of experience with Summit Financial Resources, one of the largest independent financial planning firms in the country. Through Bethel Wealth Guardians, David serves his current and future clients with a greater array of financial products and services. David focuses on protecting hard-earned assets and wealth through minimizing unnecessary wealth transfers such as income and estate taxes, interest payments, and lost opportunity costs such as college and major purchase expenses. He has an extensive track record of helping clients achieve financial independence through such means as: - Eliminating debt - Recouping college expenses - Securing retirement - Building profitable investments - Minimizing income taxes now and during retirementDavid is a Top of Table member with MDRT (Million Dollar Round Table), an internationally recognized mark of excellence reserved for the most successful in the financial services industry. He has been a qualifying Top of the Council (top 125 financial advisors nationwide), Blue Chip, and Leaders Conference with for a Fortune 100/top 10 financial advisory company for the past 9 years.