CFP®, CRPC®, EA
Bearing Point Wealth Partners
Fee Only Financial Planner Located in Hampton, NH and Serving Clients Nationwide
Meet David Mayes
Certified Financial PlannerTM practitioner, 2007
IRS Enrolled Agent, 2002
Chartered Retirement Planning Counselor, 2003
David T. Mayes was born in 1967. He graduated from Centennial High School, Champaign, IL (1985). He has a Bachelor of Science degree in Economics from the University of Illinois (1989); a Master of Arts in Economics from the University of New Hampshire (1990); and later became a Ph. D. Candidate at The University of Tennessee, Knoxville (1995). David is a Certified Financial Planner Practitioner and an IRS Enrolled Agent.
David is a member of the National Association of Personal Financial Advisors (NAPFA).
David has a wide range of expertise on the economy, financial markets, taxation, insurance and other important financial planning areas. Over the course of his graduate studies, David acted as a research assistant on many projects in both economics and finance. After graduate school, David taught economics and finance courses to both graduate and undergraduate students at Kennesaw State University in Kennesaw, Georgia, (1998 – 1999) and served as a consultant to state and local governments and the private sector in Tennessee, assisting them in estimating the economic and financial affects of business location decisions (1995 – 1998).
David entered the financial services arena in 2003 as a sole practitioner providing fee-only financial planning and tax services. He later served as a financial consultant at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH (2007 – 2008) where he provided financial planning and investment advisory services to bank customers.
David joined Bearing Point Wealth Partners in September 2008.
David lives in Hampton Falls, NH with his wife and three daughters where he serves as a Trustee of the Trust Funds. In addition to his role as a town officer, David's community service activities include participation on the United Way of the Greater Seacoast Community Impact Council project where he was part of the Income and Housing Impact Council.
David Mayes 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
David Mayes 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.
Contact David Mayes
380 Lafayette Road
Hampton, NH 03842