David Sylvester

CFA, CFP®

CAVU Wealth Advisors

Financial Advisor

David Sylvester

CFA, CFP®

CAVU Wealth Advisors

Financial Advisor

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

(704) 981-1228

Plan Well. Invest Wisely. Live Richly.

David Sylvester is a Charlotte, NC fee-only financial planner. CAVU Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Sylvester is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

David Sylvester, CFA, CFP® founded CAVU Wealth Advisors in 2009. He has over 25 years of experience in the financial industry. Additionally he was president of Harmony Airways in British Columbia, and has experience in the aircraft leasing industry.

In the early part of his career David was a noted airline analyst specializing in the emerging airlines that started after the Airline Deregulation Act of 1978. Following that experience, he worked with several investment banking firms, including ten years at Montgomery Securities, now Bank of America Merrill Lynch.

Following those roles David became a portfolio manager, first utilizing active investment strategies and then converting to passive, index-based, investment strategies. As an investment professional since 1979, David has witnessed increasing efficiency of the markets – especially since the advent of near ubiquity of real-time global information. As a result of these experiences, David has become an ardent supporter of index-based asset class investing.

Mr. Sylvester earned the designation of Chartered Financial Analyst in 1985 and the Certified Financial Planner™ designation in 2009. Fewer than 1% of all industry professionals hold both important designations.

David attended the University of Richmond on a football scholarship and graduated with a B.S. in Business Administration.  He is a past board member of the national board of the Fellowship of Christian Athletes. As a volunteer, David currently teaches a class on Lifetime Financial Skills at the Bay Area Rescue Mission in Richmond, CA.

Mr. Sylvester and his wife Terry have been married since 1978. They have four grown daughters and five grandchildren (and counting!). David and Terry live in Moraga, CA. They are active members of Moraga Valley Presbyterian Church. David enjoys outdoor activities including golf, running, and backpacking.

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

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

CAVU Wealth Advisors is an independent wealth advisory firm with offices in Walnut Creek, CA and Charlotte, NC.

We help affluent people make smart financial decisions so they can achieve their long-term goals.

Our formula combines high quality investment advice with a comprehensive approach to managing wealth. We work with experts in a variety of fields to ensure our clients maximize their potential for success while minimizing their tax burden, protecting their family, and giving them the opportunity to support their favorite charitable organizations effectively. 

Our fee-only structure allows us to provide objective, high quality advice and minimizes conflicts of interest.

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

Specialties

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

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

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 Sylvester is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 Sylvester 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.

  • CFA - Chartered Financial Analyst
    David Sylvester is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

Contact David Sylvester

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Office Locations:

  • 2100 Crescent Ave
    Ste 100
    Charlotte, NC 28207
  • 2175 N. California Blvd.
    Suite 775
    Walnut Creek, CA 94596

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