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David Giannini - Cfp® Email & Phone Number

Financial Professional at Truvista Advisors LLC at Truvista Advisors LLC

Location: Redmond, Washington, United States 6 work roles 1 school

1 work email found @privateasset.com LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 100%

Current company

Truvista Advisors LLC

Role

Financial Professional at Truvista Advisors LLC

Location

Redmond, Washington, United States

Who is David Giannini - Cfp®? Overview

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Quick answer

David Giannini - Cfp® is listed as Financial Professional at Truvista Advisors LLC at Truvista Advisors LLC, based in Redmond, Washington, United States. AeroLeads shows a work email signal at privateasset.com and a matched LinkedIn profile for David Giannini - Cfp®.

David Giannini - Cfp® previously worked as Co-Founder at Truvista Advisors Llc and Wealth Advisor at Private Asset Management / Wealth Strategy Advisors. David Giannini - Cfp® holds B.A, Philosophy from University Of Washington.

Company email context

Email format at Truvista Advisors LLC

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{first}@privateasset.com

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AeroLeads found 1 current-domain work email signal for David Giannini - Cfp®. Compare company email patterns before reaching out.

Profile bio

About David Giannini - Cfp®

My colleagues and I bring extensive experience and accumulated wisdom to help serve our clients. We first invest in our clients to gain a deep understanding of them as individuals before we invest for them. Our aim is to partner with our clients and make sure their life goals work out exactly the way they want. • Top Level Advice – working with industry recognized, proven specialists.• A Team Effort – providing the best advice not just the best advice one individual brings. • Independent Firm – so no obligation to sell a particular product.

Listed skills include Wealth Management Services, Retirement Planning, Wealth Management, Estate Planning, and 8 others.

Current workplace

David Giannini - Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Truvista Advisors Llc

Financial Professional at Truvista Advisors LLC

6 roles

David Giannini - Cfp® work experience

A career timeline built from the work history available for this profile.

Co-Founder

Current

Truvista Advisors Llc

Redmond, Washington, United States

Jun 2024 - Present

Wealth Advisor

Private Asset Management / Wealth Strategy Advisors

Kirkland, WA

Nov 2014 - Jun 2024

Financial Professional

Trutina Financial

Bellevue, WA

Jan 2012 - Nov 2014

Financial Consultant

Da Davidson

Seattle, WA

Oversee assets of $150 million in aggregate for hundreds of satisfied clients.Create and manage investment portfolios suitable to the client's profile.Manage individual securities and recommend changes as needed.Actively monitor the financial markets, economic conditions and securities.Assist clients in creating and successfully implementing financial.

May 2006 - Jan 2012

Vice-President - Financial Advisor

Rbc Wealth Management

Completed required licenses, exams and corporate sponsored training.Developed financial advisory practice serving individuals.Proposed investment recommendations suitable for client's goals.Ongoing management of client investments.Formed successful partnership with Sr. Advisor.Attained

Jan 1995 - May 2006

Assistant Manager

Littler

Managed a high-end men's clothing department.Developed retail clientele

Jan 1991 - Jan 1995

1 education record

David Giannini - Cfp® education

University Of Washington

Philosophy

FAQ

Frequently asked questions about David Giannini - Cfp®

Quick answers generated from the profile data available on this page.

What company does David Giannini - Cfp® work for?

David Giannini - Cfp® works for Truvista Advisors LLC.

What is David Giannini - Cfp®'s role at Truvista Advisors LLC?

David Giannini - Cfp® is listed as Financial Professional at Truvista Advisors LLC at Truvista Advisors LLC.

What is David Giannini - Cfp®'s email address?

AeroLeads has found 1 work email signal at @privateasset.com for David Giannini - Cfp® at Truvista Advisors LLC.

Where is David Giannini - Cfp® based?

David Giannini - Cfp® is based in Redmond, Washington, United States while working with Truvista Advisors LLC.

What companies has David Giannini - Cfp® worked for?

David Giannini - Cfp® has worked for Truvista Advisors Llc, Private Asset Management / Wealth Strategy Advisors, Trutina Financial, Da Davidson, and Rbc Wealth Management.

How can I contact David Giannini - Cfp®?

You can use AeroLeads to view verified contact signals for David Giannini - Cfp® at Truvista Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did David Giannini - Cfp® attend?

David Giannini - Cfp® holds B.A, Philosophy from University Of Washington.

What skills is David Giannini - Cfp® known for?

David Giannini - Cfp® is listed with skills including Wealth Management Services, Retirement Planning, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Series 7, and Investment Strategies.

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