David Clinton, Cpfc® - Private Wealth Manager Email & Phone Number

Spokane, Coeur D'Alene, & The Inland Northwest

I help Christians find true Financial Freedom. That is: not freedom through the strength of their wealth, but freedom from the burdens of materialism, the power of mammon, and the love of money that so easily entangles.I consult & teach classes on managing God's stuff; I host community groups for Faith-Driven Entrepreneurs; and organize overnight spiritual retreats called a Journey of Generosity, or a JOG.Let me help you discover the uniquely generous heart He has built you with, and match you with those Faith-Based Organizations most closely aligned with your vision!

Spokane, Coeur D'Alene, & The Inland Northwest

As a residential real estate investor, and advisor, I help people get their foot in the door with real estate investing. I personally mentor a limited number of active and passive investors. I review their goals (or help them create goals) and set them on the path that best fits their unique objectives. If you are interested in beginning this conversation, please feel free to reach out to my office, and we will set up a meeting!Since 2013 I have:• flipped single-family and multi-family homes• rehabbed properties• divided land• moved houses• wholesaled properties• worked with partners• been a landlord• managed my own rentals• worked with property managers• sold SFR's on lease-option• both borrowed and lent millions in private money• ...chased many shiny objects and learned from my mistakes!

Spokane, Coeur D'Alene, & The Inland Northwest

We Buy Houses. Any Condition, Any Situation.Since 2013, I have completed ≈150 "deals" of various types. Here's how my partners and I do it:• We purchase the property to solve a problem for the homeowner.• We renovate the house for the best possible use and functionality, given the target buyer, while intentionally improving the neighborhood, one house at a time.• We then sell the enhanced home, enabling the right buyer to get in quickly at a beneficial price.• Or, we keep the house in a rental portfolio, fulfilling a need in a market.This is all done while growing the wealth of our lenders and equity partners. With our system, everybody in the transaction comes out ahead and value is added all around.

Coeur D'Alene, Idaho

My unique obsession with efficiency produces the mechanisms that allow me to craft innovative utility and convenience to fellow entrepreneurs.If any objective can be accomplished faster or for a lower cost without sacrificing quality or any other client goals, I endeavor to make that happen.

Orange, California

I worked actively as CEO of Sabre until 4Q08, when Louis Swingrover took over and I began to move into a more advisory role. This involved supervising the operations (rather than management), and consulting as Louis ran things day-to-day.• Consulting on Business Processes• Automating Systems• Optimization of overall Efficiency• Expenditure Analysis Sold company in less than 7 years for 60x what was initially invested. (IRR: 135%)• $1mil+ annual revenues• Grew compliance portfolio to over 2,500 entities• Attorneys and broker-dealers outsourced to us and frequently called on us for answersSabre's service list included LLC Organizations, Incorporations, Foreign Qualifications, Registered Agent, Annual Filings / Statements of Information, EIN Applications, Corporate Kits, Business Licenses, Amendments, Operating Agreements, Inter-Species Mergers, Dissolutions / Withdrawals, Certified Documents, Franchise Taxes, & Domestications.We specialized in the Single Purpose Entities (SPEs--typically LLCs) utilized in Tenant-in-Common (TIC) real estate investments. The projects that brought us the most joy typically involved multi-state compliance requirements and came to us with delinquencies, Franchise Tax and SOI arrears, and in need of amendment or merger.On one occasion we were able to save a TIC sponsor client's investors 50% of their annual maintenance and Registered Agent costs by merging each LLC with its LP partner. In the industry this was called the "Texas Sandwich" or "Texas Two-Step" and was determined no longer to be necessary for this particular set of TIC investors.

Irvine, California

• Philanthropic Research• Assist gift planning attorney with Giving Plans• Optimization of systems efficiency• Organizing and maintaining the file server

San Clemente, California

• Office Management, Supply orders, Human Resources• Bookkeeping, Accounts Payable, Accounts Receivable, Payroll• Mortgage Broker Licenses, Business Process Optimization, Expenditure Analysis

Pasadena, California

I pioneered the Transaction Coordinator position at JRW Investments, revolutionizing the filing system, the process for getting investment paperwork handled in-house, and plotting out how investments cycled from signing through "commission paid" status.Additionally, as efficiency increased under my watch, I was able to manage operations within the office. I kept tabs on office supplies, intra-office politics, and phone/internet/computer systems at all times.I increased efficiency of both positions until they could be competently handled within a 30-hour work-week.

La Mirada, California

What started out as a mere data-entry position yielded a 25% raise within weeks.• Data-entry• Accounts Payable• Payroll• Intra-office Communications Consulting

Pasadena, California

• Assembled Tax Returns• Ordered Supplies• Ran Errands• Answered Phones