David Monheit, CPA, PFS

David is a native Arizona resident who loves the Valley of the Sun. As both a CPA and personal financial specialist (PFS) with more than three decades of experience, he is able to provide clients with personal CFO-level advice. His specialties include tax planning, comprehensive financial planning and tax-centric portfolio management.

David knows that there is no single approach for all clients. He takes time to understand his clients, their goals, and their investment risk tolerance. After examining the entire picture, he can design a comprehensive solution that considers all the risks and rewards inherent in a client’s financial plan.

When not at the office, David is a dedicated family man who enjoys travel, fitness, mountain biking, and keeping up with his three children.

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