David Forbes

CFP®, CFA®

Petra Financial Advisors, Inc.

Financial Advisor

David Forbes

CFP®, CFA®

Petra Financial Advisors, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Forbes, CFP®, CFA®

(719) 636-9000

Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country

Meet David Forbes

Dave Forbes | President, CFA, CFP®

What a privilege it is for me to lead our team at Petra, a team that lives and breathes our core values every day.  And what a blessing to supply the dear people we serve, our clients, with solutions to help them achieve the outcomes in life they really want, both now and in the future.

The part of our core values that most resonates with me is the word excellence. For us at Petra, excellence means exceeding expectations.  We rely on each other at Petra and as we together pursue excellence, it makes for a stimulating environment. Working together to exceed our clients’ expectations gives us both opportunity and great joy each day.

I oversee the Investment Management team, actively monitoring our clients’ investment portfolios and working closely with the financial planning team to coordinate investment activity with our clients’ desired outcomes.

I am a blessed man to have the role I have at Petra, to be a part of our unique team and to have the privilege of serving our clients.  We have such hope for the future knowing that God will help us each step of the way. 

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

Professional Designations & Affiliations

Contact David Forbes

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Office Locations:

  • ​2 N. Nevada Ave
    Suite 1240
    Colorado Springs, CO 80903

Fee-OnlyNetwork.com - Fee-Only, Fiduciary, Independent

Published on Dec 8, 2017

The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model.

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