David Coles
President & Wealth Advisor
- Series 7 & 66
- Forbes Financial Council (2020)
- Barron’s (2021)
The money my clients entrust to me is something much greater than dollars and cents – it is a tool to build a fulfilling life.
Experience
David brings 15 years of expertise in personal finance, specializing in identifying client needs and designing customized financial systems. He co-founded Human Wealth™ in 2018 — a financial planning methodology that emphasizes subjective wellbeing alongside monetary considerations.
"The money my clients entrust to me is something much greater than dollars and cents – it is a tool to build a fulfilling life." David believes that wealth advisors must create supportive structures addressing life’s emotional dimensions, including relationships and career clarity.
His work has been recognized by Forbes Financial Council (2020), Barron’s (2021), and Suits Magazine (January 2015).
Background
- Series 7 & 66 licenses
- Life & Health Insurance license
- Co-founder, Human Wealth™ (2018)
- Forbes Financial Council (2020)
- Barron’s recognition (2021)
- Featured in Suits Magazine (January 2015)
- Level 2 Wine & Spirits Education Trust of England certification
Outside the office
David enjoys sailing and wine appreciation. He completed his Level 2 Wine & Spirits Education Trust of England certification and continues studying winemaking processes.
Start with a conversation.
Tell us what is changing in your family. We listen first, and tell you plainly whether we are the right office for it.