Jim David

CPA/PFS

David Wealth Management LLC

Managing Member

Jim David

CPA/PFS

David Wealth Management LLC

Managing Member

"As a CPA and PFS (Personal Financial Specialist) professional we have the experience, ethics and expertise to get the job done right." - Jim David, CPA/PFS

(703) 560-8300

Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country

Meet Jim David

Over 35 Years of Financial Experience 

Education

Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University. 

Certifications

Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning. 

Experience

For the last 20 years Jim has been practicing as an Investment Advisor Representative for Wealth Management firms, including most recently with David Wealth Management. Before that he was a practicing Certified Public Accountant (CPA) for more than 15 years, specializing in individual taxation, with International CPA firms, including PWC, and with the CPA firm he founded, David & Samson.

Family

Jim and his wife, Maria Coakley David, have lived in Northern Virginia for over 35 years, where they have raised their four children, Kristin, Shannon, CJ and Michelle. Kristin and Shannon, their two oldest daughters, are married to Stephen Burch and Jacob Hampton, respectively. They are proud grandparents of Collin, Bennett and Ella Burch.  

Jim David 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

  • National Association of Personal Financial Advisors (NAPFA)
    Jim David is a NAPFA Associate Member

    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 Jim David

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Office Locations:

  • 8315 Lee Hwy
    Ste 325
    Fairfax, VA 22031

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