David Giannini - Cfp®

David Giannini - Cfp® Email and Phone Number

Financial Professional at Truvista Advisors LLC @
David Giannini - Cfp®'s Location
Redmond, Washington, United States, United States
David Giannini - Cfp®'s Contact Details

David Giannini - Cfp® personal email

n/a
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.

David Giannini - Cfp®'s Current Company Details
Truvista Advisors LLC

Truvista Advisors Llc

Financial Professional at Truvista Advisors LLC
David Giannini - Cfp® Work Experience Details
  • Truvista Advisors Llc
    Co-Founder
    Truvista Advisors Llc Jun 2024 - Present
    Redmond, Washington, United States
  • Private Asset Management / Wealth Strategy Advisors
    Wealth Advisor
    Private Asset Management / Wealth Strategy Advisors Nov 2014 - Jun 2024
    Kirkland, Wa
    View
  • Trutina Financial
    Financial Professional
    Trutina Financial Jan 2012 - Nov 2014
    Bellevue, Wa
  • Da Davidson
    Financial Consultant
    Da Davidson May 2006 - Jan 2012
    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 plans. Serve as the primary resource to our clients on various financial matters.Formed a team of trusted advisors to offer comprehensive wealth management.Deliver superior personalized service resulting in happy long-term client relationships. Named 5 Star Investment Advisor by independent research.
  • Rbc Wealth Management
    Vice-President - Financial Advisor
    Rbc Wealth Management Jan 1995 - May 2006
    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
    View
  • Littler
    Assistant Manager
    Littler Jan 1991 - Jan 1995
    Managed a high-end men's clothing department.Developed retail clientele

David Giannini - Cfp® Skills

Wealth Management Services Retirement Planning Wealth Management Estate Planning Asset Allocation Investment Advisory Series 7 Investment Strategies Strategic Financial Planning Financial Advisory Mutual Funds Investments

David Giannini - Cfp® Education Details

Frequently Asked Questions about David Giannini - Cfp®

What company does David Giannini - Cfp® work for?

David Giannini - Cfp® works for Truvista Advisors Llc

What is David Giannini - Cfp®'s role at the current company?

David Giannini - Cfp®'s current role is Financial Professional at Truvista Advisors LLC.

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

David Giannini - Cfp®'s email address is da****@****set.com

What schools did David Giannini - Cfp® attend?

David Giannini - Cfp® attended University Of Washington.

What are some of David Giannini - Cfp®'s interests?

David Giannini - Cfp® has interest in Local Interests, Networking, Serving Individual Investors.

What skills is David Giannini - Cfp® known for?

David Giannini - Cfp® has skills like Wealth Management Services, Retirement Planning, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Series 7, Investment Strategies, Strategic Financial Planning, Financial Advisory, Mutual Funds, Investments.

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