- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Boulder, CO 80304
David Day is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
David focuses on managing individual client relationships and driving the firm's planning and investment philosophy.
As the most recent addition to the Gold Medal Waters team, Dave brings both the CERTIFIED FINANCIAL PLANNER™ designation and a passion for improving lives with financial science. After working at a couple large banks in Pittsburgh and a prestigious investment-consulting firm in DC, Dave decided to move to beautiful Boulder, Colorado to help individuals and their families through financial planning.
His last two years were spent gaining valuable experience at boutique wealth management firm that specialized in helping corporate executives, small business owners, and self-employed professionals address their wealth management needs.
As Neil deGrasse Tyson always says, “Follow the evidence wherever it leads, and question everything”. Dave lives by this mantra and wholeheartedly believes that a holistic approach utilizing independent fee-only financial planning is the best because it puts the client first. He simply wants to do what is best for others.
Dave aims to position himself as an industry expert in the areas of sustainability and socially responsible investing. As we all become increasingly aware of our impact on the environment and other ethical issues, more people are going to ask about what kinds of organizations and behaviors and they are supporting via their investment portfolio.
As a consummate professional and learner, Dave’s next goal is obtaining the Accredited Estate Planner® designation.
Yoga, skiing, snowboarding, hiking, cycling, fly fishing, rafting, and camping are just some of the reasons why Dave loves living in Colorado. He and his girlfriend live together in Denver and they plan on getting a puppy soon.
“To me, success isn’t defined by your wallet. It’s defined by waking up with a smile on your face, knowing it’s going to be a great day. But, sure, money can make your life a whole lot easier.” – Mark Cuban