David Boone is a seasoned professional in the financial services industry, currently serving as a CEFEX Analyst, Wealth Manager, and Founder at Atlanta Wealth Management, Inc. With over three decades of experience, David has honed his expertise in fiduciary education and assessments, providing invaluable training...
David Boone is a seasoned professional in the financial services industry, currently serving as a CEFEX Analyst, Wealth Manager, and Founder at Atlanta Wealth Management, Inc. With over three decades of experience, David has honed his expertise in fiduciary education and assessments, providing invaluable training to trustees of private trusts and members of foundation investment committees. His role as a CEFEX Analyst, which he has held since 2012, underscores his commitment to upholding the highest standards of fiduciary responsibility, ensuring that clients navigate the complexities of investment management with confidence and integrity.
At Atlanta Wealth Management, David leads key projects focused on enhancing fiduciary practices and implementing robust financial planning strategies tailored to individual needs. His comprehensive approach encompasses retirement planning, investment management, and financial analysis, allowing clients to achieve their long-term financial goals. David's proficiency in mutual funds, ETFs, and college savings plans further enriches his wealth management services, making him a trusted advisor for families and individuals seeking to optimize their financial futures.
As a Certified Financial Planner™ since 1991, David combines his extensive knowledge with a personalized touch, ensuring that each client receives a customized wealth management experience. His commitment to fiduciary excellence and client education not only empowers clients to make informed decisions but also fosters lasting relationships built on trust and transparency. Through his work at Atlanta Wealth Management, David Boone continues to make a significant impact in the lives of his clients, guiding them toward financial security and peace of mind.
