David Day (CFP®)

Planning Specialties

“Follow the evidence wherever it leads, and question everything”. - Neil deGrasse Tyson

I live by this mantra and wholeheartedly believe that a holistic approach utilizing independent fee-only financial planning is the best way to be a wealth manager because it puts the client first. My goal is to improve the lives of as many families as possible by providing peace of mind through financial security and independence. I simply want to do what is best for others and trust that my personal success will follow.

I am currently working toward positioning myself as an industry expert in the areas of sustainability and socially responsible investing. As we all become increasingly aware of our impact on the environment and other ethical issues, more and more people are going to ask about what kinds of organizations and behaviors and they are supporting via their investment portfolios. As someone that never wants to stop learning, my next professional goal is to obtain a Masters of Science in Personal Financial Planning degree.

Yoga, skiing, snowboarding, hiking, cycling, fly fishing, rafting, and camping are just some of the reasons why I moved to Colorado. My girlfriend and I love living in Denver and we plan on getting a puppy in the spring.

“To me, success isn’t defined by your wallet. It’s defined by waking up with a smile on your face, knowing it’s going to be a great day. But, sure, money can make your life a whole lot easier.” - Mark Cuban