David Day

CFP®

Gold Medal Waters, Inc.

Wealth Manager, Financial Planner, Investment Advisor

David Day

CFP®

Gold Medal Waters, Inc.

Wealth Manager, Financial Planner, Investment Advisor

YOU WORK HARD FOR OTHERS. Let us WORK HARD FOR YOU. -- Our mission is pretty straightforward; we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. - David Day, CFP®

We help physicians achieve better, and more certain, outcomes.

David Day is a Boulder, CO based fee-only financial planner at Gold Medal Waters. They are focused on creating solutions and delivering results for all of their 100+ clients.  GMW provides comprehensive financial planning, investment management, and retirement and tax planning for medical professionals and their families - such as physicians and dentists - as well as clients who have significant assets and complex planning needs.  As a fee-only, fiduciary, and independent financial advisor, David Day is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

David Day is a fee-only financial planner at Gold Medal Waters based in Boulder, CO.


Dave brings both the CERTIFIED FINANCIAL PLANNER™ designation and a passion for improving lives with financial science to the Gold Medal Waters team. 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.

Before joining our firm, Dave spent two years gaining valuable experience at a boutique wealth management firm that specializes 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 utilizing an independent, fee-only, financial planning forward approach is best because it puts the client first.

Dave is positioning himself as a leading expert in the financial planning industry by extensively studying both accounting and estate planning. He thoroughly understands how these tangential professions are integrally linked and how making them work in concert can add tremendous value. 

Dave lives in Denver and enjoys spending time outside with his dog, Scout. Yoga, skiing, snowboarding, hiking, cycling, rafting, and camping are just some of the reasons why he loves Colorado. 

 

“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

David Day is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Gold Medal Waters  is an independent fee-only financial planner and wealth management firm that has developed a specialty in serving the unique challenges and goals of medical professionals and their families - such as physicians and dentists - as well as clients who have significant assets and complex planning needs.

Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.

While not all of our clients are doctors, the majority of our clients come to us from the medical field due to our experience working with high incomes and our deep understanding of strategic benefit and retirement options for physicians. 

Areas Where We Can Help​: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Tax Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning

Ideal Clients

  • Physicians
  • Growing Families
  • Retirees and Near Retirees
  • High Earning Business Professionals
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    David Day is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    David Day is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Dimensional Funds
    Gold Medal Waters, Inc. is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact David Day

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Office Locations:

  • 4551 13th St
    Unit C
    Boulder, CO 80304
  • 14143 Denver W Pkwy
    Golden, CO 80401
  • 1079 Hover Street
    Suite 200
    Longmont, CO 80501
  • 1624 Market St.
    #207
    Denver, CO 80202
  • 357 McCaslin Boulevard
    Suite 200
    Louisville, CO 80027
  • 11001 West 120th Avenue
    Suite 400
    Broomfield, CO 80021
  • 7350 E Progress Place
    #100
    Greenwood Village, CO 80111
  • 4 West Dry Creek Circle
    Littleton, CO 80120
  • 9233 Park Meadows Drive
    Lone Tree, CO 80124
  • 4845 Pearl East Circle
    Suite #101
    Boulder, CO 80301

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