David founded GPP Wealth Management together with the partners of, Goldin Peiser and Peiser, a prominent Dallas area CPA firm, in 1999.
David has been a financial planning professional since 1983. His background stems from his qualification as a Chartered Accountant (SA)( the South African equivalent to a CPA) and the CFP® certification, which he obtained in both South Africa and the United States. In addition David is an AIF® (Accredited Investment Fiduciary ).
David has won the Complete Planner Award from 1st Global on multiple occasions, the Global Retirement Management Solutions award, the Eagles award and the Retirement Planner of the year award from the ILPA in South Africa in 1996. In addition, he's been quoted in multiple publications including Accounting Web and Accounting Today.
The Diamond Eagle award is given to firms based on the criterion of the firm's production volume across all product lines.
David's specialization has been in the areas of retirement planning and asset allocation techniques for minimizing investment risk and taxation. He has specialized expertise in designing Qualified Retirement Plans to meet clients' business and personal objectives, as well as in assisting trustees in minimizing their fiduciary responsibilities. David has more than 30 years of experience in complex estate planning and insurance planning cases.
David takes the time to educate his clients and meets with them on a regular basis, to make certain they remain on track for success. David and his wife have been married for almost 30 years.
David has passed the FINRA Series 7 and 66 exams and holds the Group I Life & Health Insurance license.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.