About David

David Vance, CFA, is an investment advisor with 15 years of wealth management and asset allocation experience. He advises high-net-worth individuals and non-profit endowments on tax-efficient portfolio construction, trust structuring, and generational wealth transitions. Before joining Warren AI, David was a Vice President of Portfolio Management at Fidelity, managing over $500M in private client assets. He works closely with business owners to design retirement plans, align business transition goals with personal financial plans, and execute risk-hedging strategies. His investment strategies are grounded in modern portfolio theory and comprehensive estate planning.