David Kleinman

David is a CERTIFIED FINANCIAL PLANNER professional dedicated to providing comprehensive financial advice tailored to his clients’ unique needs. As a fee-only financial advisor, David prioritizes transparency and integrity, ensuring that his clients receive unbiased guidance without any hidden fees or commissions.

A graduate of Utah Valley University, David earned his degree in Personal Financial Planning, where he developed a solid foundation in financial principles and investment strategies. His passion for helping individuals and families achieve their financial goals drives his commitment to continuous education and professional development.

David specializes in retirement planning, investment management and tax-efficient strategies, focusing on helping clients build and preserve wealth over the long term. His personalized approach empowers clients to make informed financial decisions, fostering a strong sense of confidence in the security of their financial future.

Outside of work, David enjoys woodworking, playing basketball and volleyball, spending time with his wife and kids, and serving in his church.