David Fox
Financial Advisor
CFA®, CFP®
Contact David
Team Office
David’s Locations
Denver, CO 80206 (720) 414-6525
About David
David has had a diverse and international career, spanning education, technology, banking and wealth management. He has been involved in wealth management since 2017.
David holds the Chartered Financial Analyst® designation and is a Certified Financial Planner®. He received a master’s in finance from IE Business School in Madrid, Spain. He is also a graduate of the University of Colorado Leeds School of Business, with a bachelor’s degree in business administration, and a certificate in entrepreneurial studies.
His prior professional experiences include corporate banking for Citibank, based in Miami and Bogotá, Colombia, as well as Yahoo!, based in London, United Kingdom, and English teaching assistant in Spain. Raised in Denver, David enjoys spending time with his wife Claudia, son Pablo, and their dog Bella out and about.
Education
- MS – Finance, IE Business School in Madrid, Spain
- BA - Finance, University of Colorado Leeds School of Business
- Chartered Financial Analyst®
- Certified Financial Planner®
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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